Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
William B. Wellons, Jr., Scott L. Abee, James W. Forrester, John A. RobinsonRaymond JamesWells Fargo Advisors; Davenport and Company $40001-14-2016
David McMahanProspera Financial ServicesCapital Guardian$32301-12-2016
Elizabeth MastromarinoLPL FinancialGeneos Wealth Management$5501-11-2016
Paul DuncanLPL FinancialSecurities America$10501-11-2016
Peter BellLPL FinancialStifel Nicolaus & Co.$5001-11-2016
Gregory Van KesterenLPL FinancialRBC Wealth Management$6001-08-2016
Lorayne Fiorillo, Frank Pranio, Anna PaczesRaymond JamesWells Fargo Advisors$23501-08-2016
Elizabeth Mahoney, Robert RittelLPL FinancialWells Fargo Advisors$18501-07-2016
Michael MollicaLPL FinancialCetera$7501-07-2016
Nasser AhmadLPL FinancialFidelity$9001-07-2016
John ChurchWaddell and ReedCetera$7501-06-2016
Raymond SaravitzLPL FinancialCommonwealth Financial Network$001-04-2016
Steve Saylor, Matt Moreman, Jason HeatonRaymond JamesBank of America Merrill Lynch$37001-04-2016
Vincent Kubilus, Brian Thornton, Mark ZakoskiLPL FinancialInfinex$001-04-2016
Brandon EdwardsLPL FinancialWaddell and Associates$5001-01-2016
Linda ChappellLPL FinancialEdward Jones$6001-01-2016
Jeff Kocis, John Kinsella, Richard RohlfingLPL FinancialBank of America Merrill Lynch$20012-21-2015
Jeremy EvansLPL FinancialPNC Investments $7512-21-2015
Patrick HarriganLPL FinancialU.S. Bancorp Investments$10412-21-2015
Stephen SchlichterLPL FinancialFSC Securities$14312-21-2015
Anthony ArcuriLPL FinancialWells Fargo Advisors$5512-18-2015
Jorge EscobedoLPL FinancialCetera$8512-17-2015
Joseph Feinberg, Tamara SteinHightower AdvisorsMorgan Stanley Wealth Management$45012-17-2015
Robert MaferaLPL FinancialAmeriprise Financial$5012-17-2015
Peter LightLPL FinancialRBC Wealth Management$5512-16-2015
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.