Advisers on the Move TEST

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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Michael BeanLPL Financial LLCMid Atlantic Capital Corporation$2512-16-2019
Terry Edward RumkerLPL Financial LLCMid Atlantic Capital Corporation12-16-2019
Christopher NicholsIndependence Capital Co., Inc.OneAmerica Securities, Inc.12-16-2019
Gregory Michael TurnerPruco Securities, LLC.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-16-2019
Meredith Elizabeth MarchandLPL Financial LLCWells Fargo Clearing Services, LLC$2512-15-2019
Jeffrey Burke MarchandLPL Financial LLCWells Fargo Clearing Services, LLC$2512-13-2019
William Carl Newland Jr.Wells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-13-2019
Brian S. AdamsFifth Third Securities, Inc.The Huntington Investment Company12-12-2019
Brandon Allen DeckertFidelity Brokerage Services LLCVanguard Marketing Corporation12-12-2019
Damon Davin Thomas StricklandThe Huntington Investment CompanyEdward Jones12-11-2019
Jonathan HarrisonPNC InvestmentsRaymond James & Associates, Inc.$2512-11-2019
Daniel Wright HarrisKey Investment Services LLCCitizens Securities, Inc.12-11-2019
Nathaniel Robert KnowltonKey Investment Services LLCMML Investors Services, LLC12-11-2019
Brittany RieckAXA AdvisorsWesbanco Securities, Inc12-09-2019
Michelle Lee HansenCitizens Securities, Inc.LPL Financial LLC12-09-2019
Brittany Starr RieckAXA Advisors, LLCWesBanco Securities, Inc.12-09-2019
Robert A. BaittCetera Advisor Networks LLCJ.P. Morgan Securities LLC12-06-2019
Randy Lee WrightSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Edward Spalding Kapfhammer JrSpire Securities, LLCAmerican Wealth Management, Inc.12-06-2019
Terence Neal MortonHorter Investment Management, LLCOppenheimer & Co. Inc.12-06-2019
Rebekah Suzanne KigerThe Retirement Guys FormulaPNC Investments12-06-2019
Matthew Tood SchlarbKey Investment Services LLCThe Huntington Investment Company12-05-2019
Alan Keith MooneyLPL Financial LLCH. Beck, Inc.12-05-2019
Stephen Michael ChanezProsperity Capital AdvisorsCharles Schwab & Co., Inc.12-05-2019
John NelsonAXA AdvisorsEdward Jones12-04-2019
« Previous PageNext Page »

Showing 201 to 225 of 6,693 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. 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.