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.

¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vincent Kubilus, Brian Thornton, Mark ZakoskiLPL FinancialInfinex$001-04-2016
Raymond SaravitzLPL FinancialCommonwealth Financial Network$001-04-2016
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial$012-13-2013
Matthew Cunningham, Erik WilliamsLPL FinancialPark Avenue Securities$010-17-2013
Donald PatrickLPL FinancialSecurities America$008-10-2011
Bobby WhiteLPL FinancialSecurities America$008-10-2011
Michael SharplesLPL FinancialEdward Jones$005-26-2010
Ryan J. SchriftLPL FinancialMorgan Keegan$1505-14-2012
John ZeziniLPL FinancialRoyal Alliance$5011-13-2017
Paul HenryLPL FinancialCitizens Investment Services$5004-27-2017
Steve WardLPL FinancialSuntrust Investment Services$5003-30-2017
Sima AlefiLPL FinancialWells Fargo Advisors$5001-05-2017
Garth LurveyLPL FinancialSuntrust Investment Services$5012-15-2016
Steven LandwersiekLPL FinancialAmeriprise Financial$5012-12-2016
Frederick ShowsLPL FinancialWaddell and Associates$5012-12-2016
David La RueLPL FinancialEdward Jones$5011-07-2016
Michael ConatyLPL FinancialFTB Advisors$5011-01-2016
Joseph Franklin, Sean FranklinLPL FinancialNYLIFE Securities$5010-27-2016
Brian HoffmanLPL FinancialPNC Investments $5010-27-2016
Bradley BowmanLPL FinancialCetera$5010-14-2016
Jennifer GoLPL FinancialEdward Jones$5010-13-2016
Terrance DonoghueLPL FinancialInvest Financial$5010-04-2016
Mark MahaneyLPL FinancialWells Fargo Advisors$5009-02-2016
Arnold FeldmanLPL FinancialBank of America Merrill Lynch$5008-31-2016
Craig SeverinLPL FinancialBBVA Securities$5008-08-2016
Next Page »

Showing 1 to 25 of 535 entries

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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.

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