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 Charles HawleyLPL Financial LLCWaddell & Reed08-21-2018
Amanda Lynn BarcliffLPL Financial LLCMorgan Keegan & Company, Inc.01-14-2009
Andrew Dale LohmeyerLPL Financial LLCEdward Jones$1010-09-2012
Andrew David RogersLPL Financial LLCWaddell & Reed08-21-2018
Andrew DenneyLPL Financial LLCCambridge Investment Research$25710-29-2015
Andrew Jon McCollumLPL Financial LLCNational Planning Corporation11-29-2017
Anthony Michael PietroburgoLPL Financial LLCSecurian Financial Services, Inc.05-29-2013
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Ashley E. ArnoldLPL Financial LLCCutter & Company, Inc.09-29-2017
Autum Kay JohnsLPL Financial LLCINVEST Financial Corporation02-14-2018
Benjamin Alex SutherlandLPL Financial LLCINVEST Financial Corporation02-14-2018
Benjamin Bin AnLPL Financial LLCCetera Financial Specialists LLC10-29-2018
Benjamin Carlton CauthornLPL Financial LLCEdward Jones$2611-13-2017
Benjamin Gregory TobenLPL Financial LLCEdward Jones$1008-31-2016
Bradley Thomas WastlerLPL Financial LLCINVEST Financial Corporation$15002-14-2018
Brenda Joy NaegerLPL Financial LLCNational Planning Corporation$1411-29-2017
Brent Taylor Murphree Jr.LPL Financial LLCINVEST Financial Corporation$5502-14-2018
Brett Cole HudsonLPL Financial LLCINVEST Financial Corporation02-14-2018
Brian Denver DixonLPL Financial LLCVoya Financial Advisors, Inc.12-20-2012
Brian Lee BoehleLPL Financial LLCEdward Jones08-17-2015
Brian Lee DraneLPL Financial LLCINVEST Financial Corporation02-14-2018
Bryan James FlanaganLPL Financial LLCSecurian Financial Services, Inc.07-27-2012
Carrie Lee AltmanLPL Financial LLCINVEST Financial Corporation02-14-2018
Chalee Beth CrouchLPL Financial LLCINVEST Financial Corporation02-14-2018
Charles Dean RappLPL Financial LLCInvestment Centers of America, Inc.$1011-29-2017
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Showing 1 to 25 of 159 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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