Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam R HarrisEdward JonesLPL Financial LLC08-14-2017
Albert Larry Lock Jr.Beam Asset Management, LLCLPL Financial LLC03-09-2015
Amy Marie WollenbergIFG Advisory, LLCLPL Financial LLC08-18-2017
Amy S. NelsonEdward JonesLPL Financial LLC09-01-2016
Andre Delahn WalkerSecurities America, Inc.LPL Financial LLC$1009-01-2009
Arthur Clifford CosperEdward JonesLPL Financial LLC08-17-2018
Benjamin Franklin HoeftMoney Concepts Capital CorpLPL Financial LLC$2502-29-2016
Brad Earl Scott TinnonB.E.S.T. Wealth Management LLCLPL Financial LLC03-12-2012
Brandan Jay BagwellEdward JonesLPL Financial LLC05-14-2012
Brian Cristopher LockBeam Asset Management, LLCLPL Financial LLC03-09-2015
Christopher M. MeyerEdward JonesLPL Financial LLC01-08-2018
Daniel Jerome LecureK. W. Chambers & Co.LPL Financial LLC07-20-2012
Daniel Matthew LundquistAusdal Financial Partners, Inc.LPL Financial LLC$5004-01-2011
David C. JohnsEdward JonesLPL Financial LLC09-20-2010
David E SchwartzWells Fargo Clearing Services, LLCLPL Financial LLC02-27-2015
Elizabeth Ann HuffU.S. Bancorp Investments, Inc.LPL Financial LLC$15001-29-2016
Gene V PanasenkoMoloney Securities Co., Inc.LPL Financial LLC$13103-10-2017
Gerald Weeks MadsenEdward JonesLPL Financial LLC$1011-09-2018
Gregory C. VickersEdward JonesLPL Financial LLC11-21-2018
Janice Ann NewberryMorgan StanleyLPL Financial LLC$2506-19-2017
Jena Lynn SullivanEdward JonesLPL Financial LLC01-07-2019
Jeremy Jacob BleyenbergBuckingham Strategic WealthLPL Financial LLC02-27-2015
Jon Michael McGrawPurshe Kaplan Sterling InvestmentsLPL Financial LLC11-02-2009
Jon Russel GilstrapMoloney Securities Co., Inc.LPL Financial LLC$1006-01-2016
Joseph William LeuchtmannCetera Advisor Networks LLCLPL Financial LLC$1006-16-2017
Next Page »

Showing 1 to 25 of 57 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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