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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Glenn Russell IIILPL Financial LLCKestra Investment Services, LLC$5003-28-2019
Brooke Thornton CarpenterLPL Financial LLCFirst Command Financial Planning, Inc.01-11-2019
Brian Lewis HillLPL Financial LLCAmeriprise Financial Services, Inc.12-19-2018
Christopher Michael ReaumeLPL Financial LLCBB&T Securities, LLC12-19-2018
Jeremy Scott HeffnerLPL Financial LLCAmeriprise Financial Services, Inc.12-19-2018
John Samuel Fitch IIILPL Financial LLCPNC Investments11-08-2018
Bruce Clinton Bevins IILPL Financial LLCAmeriprise Financial Services, Inc.$5011-02-2018
Alton Leroy Howell Jr.LPL Financial LLCWoodbury Financial Services, Inc.$5010-16-2018
James Henry Johnson IIILPL Financial LLCEdward Jones09-10-2018
Thomas Michael BarnhartLPL Financial LLCForesters Financial Services, Inc.08-03-2018
Sean Liam Mc NallyLPL Financial LLCSecurities America, Inc.$2807-31-2018
Kevin Alan ThomasLPL Financial LLCForesters Financial Services, Inc.07-20-2018
Vanessa Markelle GilewiczLPL Financial LLCForesters Financial Services, Inc.07-20-2018
Kenneth Carson Boyd Sr.LPL Financial LLCH. Beck, Inc.$2104-02-2018
Christopher Michael FinneyLPL Financial LLCCetera Investment Services LLC$15003-26-2018
Peter M JawidzikLPL Financial LLCStratos Wealth Partners, Ltd$103-20-2018
Kristy Michelle SnippertLPL Financial LLCCitizens Securities, Inc.03-14-2018
Edward Terral HillLPL Financial LLCEdward Jones$103-01-2018
Jessica Marie Norris ChatmonLPL Financial LLCEdward Jones01-22-2018
Christopher Paul VasquesLPL Financial LLCLincoln Financial Securities Corporation$13901-19-2018
James Richard Lowe IILPL Financial LLCLincoln Financial Securities Corporation01-19-2018
Frederick David GuntherLPL Financial LLCEdward Jones$10001-18-2018
Adam Matthew KearnsLPL Financial LLCCetera Investment Services LLC01-04-2018
Chad Philip TrevithickLPL Financial LLCBb&T Investment Services, Inc.$101-02-2018
Kiran Prataprai DaveLPL Financial LLCNational Planning Corporation$5011-29-2017
Next Page »

Showing 1 to 25 of 511 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.