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
Andrew Ogden GileLPL Financial LLCEdward Jones03-08-2019
William Frank Bauerband Jr.LPL Financial LLCEdward Jones12-10-2018
Dale Andrew KolarLPL Financial LLCEdward Jones$6011-30-2018
James Dean AsplinLPL Financial LLCEdward Jones$2508-24-2018
Kristen Elaine CarreiraLPL Financial LLCEdward Jones$2507-25-2018
Patrick Mathew MinskeyLPL Financial LLCEdward Jones05-25-2018
Marcus John MrugalaLPL Financial LLCEdward Jones$2508-04-2017
John Benjamin WileyLPL Financial LLCEdward Jones09-27-2016
Traci Lee PetersonLPL Financial LLCEdward Jones$2505-22-2015
Tyler M. KozelkaLPL Financial LLCEdward Jones05-22-2015
Andrew Daniel VoeltnerLPL Financial LLCEdward Jones12-18-2014
Brett Alexander StuardLPL Financial LLCEdward Jones10-29-2013
Jeffrey Joseph VenableLPL Financial LLCEdward Jones05-21-2013
Andrew J. KennedyLPL Financial LLCEdward Jones03-18-2013
Jason Andrew Bernard-BuehrleLPL Financial LLCEdward Jones$102-27-2013
Jennifer Dawson OlsonLPL Financial LLCEdward Jones01-30-2013
William T StoebigLPL Financial LLCEdward Jones$2512-18-2012
Stuart Lee SeffroodLPL Financial LLCEdward Jones05-31-2012
Brian E WeinbergLPL Financial LLCEdward Jones05-02-2012
Frederick Gary WotrubaLPL Financial LLCEdward Jones04-24-2012
Lisa Fang ChauLPL Financial LLCEdward Jones04-12-2012
David Emil WeatherbeeLPL Financial LLCEdward Jones02-09-2012
Brian Anthony PaulsonLPL Financial LLCEdward Jones06-20-2011
Andrew Christopher TengbladLPL Financial LLCEdward Jones05-02-2011
Andrew L. MartinLPL Financial LLCEdward Jones04-11-2011
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Showing 1 to 25 of 26 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.