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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael GrassoRaymond James Financial Services, Inc.LPL Financial LLC05-13-2016
Paul Harrison Krumenacker Sr.Raymond James Financial Services, Inc.LPL Financial LLC05-13-2016
Nicholas Reed RyderPrivate Advisor Group, LLCLPL Financial LLC04-19-2016
Jessica L. ElscheidRaymond James Financial Services, Inc.LPL Financial LLC04-15-2016
Jeffrey Michael GoyetteRaymond James Financial Services, Inc.LPL Financial LLC04-15-2016
Jess Michael Charles YourkavitchPrivate Advisor Group, LLCLPL Financial LLC03-24-2016
Jason Lyle AndersonRaymond James Financial Services, Inc.LPL Financial LLC03-18-2016
Shawn Edward BakerVALIC Financial Advisors, Inc.LPL Financial LLC02-22-2016
David Louis MarcinowskiGlobal Retirement Partners LLCLPL Financial LLC02-16-2016
Meghan TaitFinancial CoachLPL Financial LLC02-10-2016
ANDREW PATRICK CAMPBELLPrivate Advisor Group, LLCLPL Financial LLC02-08-2016
Amanda Lou BeattyPrivate Advisor Group, LLCLPL Financial LLC02-08-2016
GULAM AMIR FAZELRetirement Wealth Advisors, Inc.LPL Financial LLC01-28-2016
Daniel K. BejsterThe Huntington Investment CompanyLPL Financial LLC01-12-2016
Raymond SaravitzCommonwealth Financial NetworkLPL Financial LLC01-04-2016
Vincent Kubilus, Brian Thornton, Mark ZakoskiInfinexLPL Financial LLC01-04-2016
Chad L. LinoInfinex Investments, Inc.LPL Financial LLC11-17-2015
Curtis J PritchardJanney Montgomery Scott LLCLPL Financial LLC11-12-2015
Kevin Michael RossAXA Advisors, LLCLPL Financial LLC11-02-2015
David Samuel WatersPrivate Advisor Group, LLCLPL Financial LLC10-07-2015
Domenica L LeitnerPrivate Advisor Group, LLCLPL Financial LLC10-07-2015
Michael Joseph JanvrinAtlas Wealth Partners LLCLPL Financial LLC10-01-2015
Ted W. Drost Jr.Fragasso Financial AdvisorsLPL Financial LLC09-22-2015
James Joseph GibsonPrivate Advisor Group, LLCLPL Financial LLC09-18-2015
Paul Kenneth KingstonGreat Valley Advisor Group, Inc.LPL Financial LLC09-17-2015
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Showing 76 to 100 of 397 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.