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
Gabriel BarajasLPL Financial LLCWaddell & Reed03-19-2018
Lisa Anne HomerLPL Financial LLCWaddell & Reed01-05-2018
Gene Edwin ShookLPL Financial LLCWaddell & Reed10-16-2017
Brian Edward HaleLPL Financial LLCWaddell & Reed$5008-07-2017
Todd HomerLPL Financial LLCWaddell & Reed$9907-26-2017
Michael William HomerLPL Financial LLCWaddell & Reed05-30-2017
Forbes Micael RobinsonLPL Financial LLCWaddell & Reed05-17-2017
Rebecca Jane MeyersLPL Financial LLCWaddell & Reed11-23-2016
Alexander Brueske, Scott Brueske, Spencer BrueskeLPL Financial LLCWaddell & Reed$22011-07-2016
Scott Alan BrueskeLPL Financial LLCWaddell & Reed$12311-07-2016
Alexander S. BrueskeLPL Financial LLCWaddell & Reed11-07-2016
Spencer Alan BrueskeLPL Financial LLCWaddell & Reed11-07-2016
James KingLPL Financial LLCWaddell & Reed$8504-27-2016
Dennis Peter MyersLPL Financial LLCWaddell & Reed$20004-27-2016
James Madison KingLPL Financial LLCWaddell & Reed$1004-27-2016
Matthew Gene MeyersLPL Financial LLCWaddell & Reed03-04-2016
Jeremy Lewis, Bradley Hoyt, Ben Kohls-ChaseLPL Financial LLCWaddell & Reed$18010-26-2015
Matt Riesenweber, Matt WiserLPL Financial LLCWaddell & Reed$30007-23-2015
Joelle Elizabeth NiesLPL Financial LLCWaddell & Reed07-23-2015
Robert James ReamerLPL Financial LLCWaddell & Reed04-28-2011

Showing 1 to 20 of 20 entries

Page 1

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.