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.

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


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 538 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.