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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Larry Silverman Amy Legate360 Wealth ManagementLPL Financial LLC$6511-01-2016
Rick Brown Grant Brown360 Wealth ManagementLPL Financial LLC$6009-29-2016
John Bailey360 Wealth ManagementLPL Financial LLC$6105-04-2016
Tara Brooke HoweyAdvisor Resource CouncilLPL Financial LLC08-15-2018
Jason Howell PoffAllstate Financial Services, LLCLPL Financial LLC06-15-2018
Eric Adam BeitchmanAllstate Financial Services, LLCLPL Financial LLC$2510-08-2014
Hulon B WhatleyAmeriprise Financial Services, LLCLPL Financial LLC$6611-03-2014
Joshua MooreAmeriprise Financial Services, LLCLPL Financial LLC04-10-2018
Raul Bencomo JrAmeriprise Financial Services, LLCLPL Financial LLC$2506-27-2016
Hulon Bradley WhatleyAmeriprise Financial Services, LLCLPL Financial LLC$5011-03-2014
Alicia Margarita RiveraAmeriprise Financial Services, LLCLPL Financial LLC06-30-2014
Richard Eric ColeAmeriprise Financial Services, LLCLPL Financial LLC$1711-15-2013
Robert S DoughertyArete AdvisorsLPL Financial LLC01-18-2019
David A TolsonArete AdvisorsLPL Financial LLC01-16-2019
Levi Glenn McMellianAusdal Financial Partners, Inc.LPL Financial LLC$32509-14-2012
Adrian Trent PodsednikAvantax Investment Services, Inc.LPL Financial LLC$1,00010-21-2019
Ashley Ann DomineyAvion WealthLPL Financial LLC01-02-2014
Juan BandaBBVA Securities Inc.LPL Financial LLC03-03-2020
Michael Elliott SmithBBVA Securities Inc.LPL Financial LLC08-16-2019
Jeremy David CacciatoreBBVA Securities Inc.LPL Financial LLC$2508-01-2019
Joshua M CollinsBBVA Securities Inc.LPL Financial LLC10-27-2017
Marcus Anthony VillafrancaBBVA Securities Inc.LPL Financial LLC03-12-2015
Ruben BenavidesBBVA Securities Inc.LPL Financial LLC03-04-2015
Scott Cameron DonerBerthel, Fisher & Company Financial Services, Inc.LPL Financial LLC06-19-2015
Eric John BateyBerthel, Fisher & Company Financial Services, Inc.LPL Financial LLC09-01-2010
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Showing 1 to 25 of 225 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.