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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexandra Elizabeth ZanettiLincoln Financial Advisors CorporationDeutsche Bank Securities Inc.04-08-2016
Alfred Franklin AppleLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC$1004-14-2009
Andrew Michael StortiLincoln Financial Advisors CorporationMetLife Securities Inc.03-28-2013
Andrew Wayne KernLincoln Financial Advisors CorporationAmeriprise Financial Services, LLC$1005-20-2013
Anthony John Damiano Jr.Lincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC05-18-2010
Barry Lee WellerLincoln Financial Advisors CorporationQuestar Capital Corporation01-15-2019
Blaise ConnorLincoln Financial Advisors CorporationMorgan Stanley01-25-2019
Bo I J EdvardssonLincoln Financial Advisors CorporationMetLife Securities Inc.07-08-2016
Brian Charles KennedyLincoln Financial Advisors CorporationEquity Services, Inc.$2507-12-2010
Bryan R CoglianoLincoln Financial Advisors CorporationNew England Securities$2506-12-2014
Christopher John ReillyLincoln Financial Advisors CorporationFirstrust Financial Advisors$1011-28-2011
Chrystal L. WoollettLincoln Financial Advisors CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated06-24-2015
David Lawrence RychlickLincoln Financial Advisors CorporationMetLife Securities Inc.08-24-2016
Douglas Allen DarlingLincoln Financial Advisors CorporationAvantax Investment Services, Inc.$5001-09-2017
Drew David HowardLincoln Financial Advisors CorporationEdward Jones05-03-2018
Earl Thomas Shorter IIILincoln Financial Advisors CorporationMML Investors Services, LLC08-12-2019
Efren Alvaro InfanteLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC$1007-21-2014
Francisco Edward AcevedoLincoln Financial Advisors CorporationRobustWealth, Inc.08-05-2019
Frank B Hanna Jr.Lincoln Financial Advisors CorporationNew England Securities06-12-2014
Gregory Daniel BrumaginLincoln Financial Advisors CorporationWaddell & Reed05-12-2014
Harry Richard NeidermyerLincoln Financial Advisors CorporationAvantax Investment Services, Inc.$1012-12-2019
Herbert George HummelLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC07-16-2010
James Antony ClaryLincoln Financial Advisors CorporationEquity Services, Inc.11-13-2019
James Bernard CowanLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC02-05-2009
James Peter CrawfordLincoln Financial Advisors CorporationPrincipal Securities, Inc.04-19-2010
Next Page »

Showing 1 to 25 of 62 entries

Page 1 | 2 | 3

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.