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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Leroy WhittenburgLPL Financial LLCLincoln Financial Advisors Corporation$15012-03-2019
Austyn Daniel WhittenburgLPL Financial LLCLincoln Financial Advisors Corporation12-03-2019
Sharon Kay WeinleCetera Advisor Networks LLCLincoln Financial Advisors Corporation10-09-2015
SteVan Heninger GatesAllegis Investment Services, LLCLincoln Financial Advisors Corporation05-15-2014
Brett Erich LeonhardtCetera Advisor Networks LLCLincoln Financial Advisors Corporation$1005-08-2014
Joshua Paul HarperRoyal Alliance Associates, Inc.Lincoln Financial Advisors Corporation03-07-2013
Cortney James AlbaneseRoyal Alliance Associates, Inc.Lincoln Financial Advisors Corporation03-07-2013
Steven Claire FullmerRoyal Alliance Associates, Inc.Lincoln Financial Advisors Corporation$10002-28-2013
Stace J. JensenGirard Securities, Inc.Lincoln Financial Advisors Corporation$5007-12-2010
Daryl Edward HableThe Leaders Group, Inc.Lincoln Financial Advisors Corporation06-17-2010
Brady Jake FullerParkland Securities, LLCLincoln Financial Advisors Corporation$1002-17-2010
Jerry Ridge HartleyACAP Financial Inc.Lincoln Financial Advisors Corporation$20006-09-2009

Showing 1 to 12 of 12 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.