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
Amanda Lynn BarcliffLPL Financial LLCMorgan Keegan & Company, Inc.01-14-2009
James Janus OrtynLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2009
Scott Patrick ConnorsLPL Financial LLCUBS Financial Services Inc.04-23-2009
Donald Paul Aulbert IILPL Financial LLCWells Fargo Clearing Services, LLC$5006-22-2009
Victor Waite McCoolLPL Financial LLCH&R Block Financial Advisors, Inc.07-07-2009
David Lee KaplanLPL Financial LLCEdward Jones$10008-17-2009
John Joseph MoynihanLPL Financial LLCMutual Service Corporation09-08-2009
Frank Lee Wattelet IILPL Financial LLCMutual Service Corporation09-08-2009
Donald Herman RenkemeyerLPL Financial LLCMutual Service Corporation09-08-2009
Cynthia Diane MoynihanLPL Financial LLCMutual Service Corporation09-08-2009
Ronald Louis MuddLPL Financial LLCMutual Service Corporation09-08-2009
Scott Gerard JuergensmeyerLPL Financial LLCMutual Service Corporation09-08-2009
Joseph Paul Trybula Jr.LPL Financial LLCMutual Service Corporation09-08-2009
Curt Alan RenkemeyerLPL Financial LLCMutual Service Corporation09-08-2009
Jeremy TrybulaLPL Financial LLCMutual Service Corporation09-08-2009
Scott L. RenkemeyerLPL Financial LLCMutual Service Corporation09-08-2009
Glen Joseph ReinkemeyerLPL Financial LLCMutual Service Corporation09-08-2009
Richard Scott KaufmannLPL Financial LLCEdward Jones$5011-05-2009
Sandra Marie CallierLPL Financial LLCEdward Jones$1005-14-2010
Jimmy A. EnlowLPL Financial LLCEdward Jones09-27-2010
Jay Grant VirtueLPL Financial LLCEdward Jones10-22-2010
Douglas Lane BenteleLPL Financial LLCEdward Jones$1002-22-2011
David G. Domian Jr.LPL Financial LLCEdward Jones03-24-2011
Jeffrey Michael RenaudLPL Financial LLCEdward Jones05-18-2011
Marshall Ryan DarbyLPL Financial LLCEdward Jones$2505-20-2011
Next Page »

Showing 1 to 25 of 161 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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