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
Adam David GafnerWoodbury Financial Services, Inc.LPL Financial LLC$2510-23-2017
Anthony John MescherWintrust Investments LLCLPL Financial LLC$5008-11-2014
Brad Jon BrinkmeierWEA Investment Services, Inc.LPL Financial LLC11-04-2016
Brian James MaciejewskiCUSO Financial Services, L.P.LPL Financial LLC$5005-22-2015
Calvin Keith Van BeekPackerland Brokerage Services, Inc.LPL Financial LLC$2505-10-2016
Carl Markham KakenmasterH. Beck, Inc.LPL Financial LLC07-19-2010
Dana B. TupperRaymond James Financial Services, Inc.LPL Financial LLC03-31-2016
Daniel James RentmeesterAXA Advisors, LLCLPL Financial LLC05-03-2012
David Alan HornWoodbury Financial Services, Inc.LPL Financial LLC10-23-2017
Donald Patrick HaydenH. Beck, Inc.LPL Financial LLC01-06-2010
Edward John JaegerIFP Securities, LLCLPL Financial LLC$9905-23-2019
Erin Nicole LadwigInvestacorp, Inc.LPL Financial LLC09-05-2012
Gary James BirrAXA Advisors, LLCLPL Financial LLC04-26-2012
Gary T. BrewtonWoodbury Financial Services, Inc.LPL Financial LLC10-23-2017
Gerald Eric Hagman Jr.Woodbury Financial Services, Inc.LPL Financial LLC06-27-2019
H Lee Minton IIIAmeriprise Financial Services, Inc.LPL Financial LLC$5011-06-2015
James Lee DerivanCambridge Investment Research, Inc.LPL Financial LLC10-05-2015
James William DummertH. Beck, Inc.LPL Financial LLC10-14-2010
Jamie Michael GrupeAmeriprise Financial Services, Inc.LPL Financial LLC$5002-01-2019
Janelle L BinsfeldThrivent Investment Management Inc.LPL Financial LLC08-28-2014
Jeffrey Allen BeecroftRaymond James Financial Services, Inc.LPL Financial LLC06-15-2015
Jill Marie SommersHarbour Investments, Inc.LPL Financial LLC$3901-10-2017
Joan Marie LeroseMorgan StanleyLPL Financial LLC$2510-01-2010
Jodeen Joann VossMoney Concepts Capital CorpLPL Financial LLC09-01-2015
Joel Edwin FeldkampPackerland Brokerage Services, Inc.LPL Financial LLC01-26-2010
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Showing 1 to 25 of 58 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.


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