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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Danny Lee Hanson IIAdmiral Asset Management, LLCLPL Financial LLC02-27-2015
Jeremy Paul SchwabAdmiral Asset Management, LLCLPL Financial LLC09-18-2013
ANDREW CHRISTOPHER TENGBLADAdvantage Investment Management, LLCLPL Financial LLC01-15-2015
Jordan Robert PatrosAdvantage Investment Management, LLCLPL Financial LLC04-17-2013
Mark T LampereurAdvisors' Pride Inc.LPL Financial LLC02-26-2016
Irene Marie VilonalabonneAdvisors' Pride Inc.LPL Financial LLC11-03-2015
Martha Ann CurtisAdvisors' Pride Inc.LPL Financial LLC10-29-2014
Alan Nelson BarnesAllstate Financial Services, LLCLPL Financial LLC$10004-08-2010
Jamie Michael GrupeAmeriprise Financial Services, Inc.LPL Financial LLC$50002-01-2019
Sarah Kathleen WiersmaAmeriprise Financial Services, Inc.LPL Financial LLC$25005-11-2018
Joshua D KassulkeAmeriprise Financial Services, Inc.LPL Financial LLC04-11-2018
Ted Andrew MatuszakAmeriprise Financial Services, Inc.LPL Financial LLC$50002-01-2017
H Lee Minton IIIAmeriprise Financial Services, Inc.LPL Financial LLC$50011-06-2015
Lisa Lynn LopacinskiAmeriprise Financial Services, Inc.LPL Financial LLC$10005-19-2015
Jeffrey Jon ZimmerAmeriprise Financial Services, Inc.LPL Financial LLC04-15-2015
Kyle Scott BergAssociated Investment Services, Inc.LPL Financial LLC$25008-01-2014
Mark Bryan SlippyAssociated Investment Services, Inc.LPL Financial LLC10-03-2013
Lance Christopher ProvoAssociated Investment Services, Inc.LPL Financial LLC$10007-08-2013
Tim Lee HenkeAssociated Investment Services, Inc.LPL Financial LLC01-03-2012
Daniel James RentmeesterAXA Advisors, LLCLPL Financial LLC$50005-03-2012
Gary James BirrAXA Advisors, LLCLPL Financial LLC04-26-2012
Paul A HeesB. C. Ziegler and CompanyLPL Financial LLC07-18-2011
Stuart Lee SeffroodBFC Planning, Inc.LPL Financial LLC11-10-2016
Jason Andrew BuehrleBMO Harris Financial Advisors, Inc.LPL Financial LLC$50011-10-2014
Erin Michelle CroweBMO Harris Financial Advisors, Inc.LPL Financial LLC06-09-2014
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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 ā€œ ā€” ā€œ is listed in the recordā€™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.