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
Walter Flowers IIIChelsea Financial ServicesINVEST Financial Corporation03-22-2018
Gregory Edward CollinsLPL Financial LLCINVEST Financial Corporation02-22-2018
Patrick Stephen GilloolyLPL Financial LLCINVEST Financial Corporation02-14-2018
Bradley Dean HaysletteLPL Financial LLCINVEST Financial Corporation02-14-2018
Alan Paul TichmanLPL Financial LLCINVEST Financial Corporation02-14-2018
Kevin Allen CroweLPL Financial LLCINVEST Financial Corporation02-14-2018
Joseph BonuraLPL Financial LLCINVEST Financial Corporation02-14-2018
John Patrick CuddihyLPL Financial LLCINVEST Financial Corporation02-14-2018
Charles MazziottiLPL Financial LLCINVEST Financial Corporation02-14-2018
Gabriel Jerome BentovimLPL Financial LLCINVEST Financial Corporation02-14-2018
Gilbert Todd ChaseLPL Financial LLCINVEST Financial Corporation02-14-2018
Timothy Joseph FormanLPL Financial LLCINVEST Financial Corporation02-14-2018
Carrie Ann LaneLPL Financial LLCINVEST Financial Corporation02-14-2018
Joseph Santo GranatoLPL Financial LLCINVEST Financial Corporation02-14-2018
Thomas Jacob CiolekLPL Financial LLCINVEST Financial Corporation02-14-2018
Stephen Miller McFaddenLPL Financial LLCINVEST Financial Corporation02-14-2018
David Hunter O'Neil Jr.LPL Financial LLCINVEST Financial Corporation02-14-2018
Shawn Heath BoyleLPL Financial LLCINVEST Financial Corporation02-14-2018
Robert Barry EckermannLPL Financial LLCINVEST Financial Corporation02-14-2018
Kenneth Lawrence SpielmanLPL Financial LLCINVEST Financial Corporation02-14-2018
Peter Jonathan MontalvoLPL Financial LLCINVEST Financial Corporation02-14-2018
John Anthony LucadamoLPL Financial LLCINVEST Financial Corporation02-14-2018
Roland Francis DriscollLPL Financial LLCINVEST Financial Corporation02-14-2018
Joseph Metro TopichakLPL Financial LLCINVEST Financial Corporation02-14-2018
Jason John DugaLPL Financial LLCINVEST Financial Corporation02-14-2018
Next Page »

Showing 1 to 25 of 105 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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