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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
Vincent Kubilus, Brian Thornton, Mark ZakoskiLPL FinancialInfinex$001-04-2016
Raymond SaravitzLPL FinancialCommonwealth Financial Network$001-04-2016
Jeff Kocis, John Kinsella, Richard RohlfingLPL FinancialBank of America Merrill Lynch$20012-21-2015
Jeremy Lewis, Bradley Hoyt, Ben Kohls-ChaseLPL FinancialWaddell and Reed$18010-26-2015
Kirk Wilkerson, Andy LubbenLPL FinancialRonald Blue & Co.$18510-16-2015
Marc SpechtLPL FinancialAmeriprise Financial$16009-30-2015
Linda Horn-Grubbs, Robert HornLPL FinancialMoney Concepts Captial$8009-24-2015
Courtney McHargLPL FinancialAmeriprise Financial$9009-21-2015
Donald LinkLPL FinancialFidelity$18009-18-2015
Jeff Brown, Patrick Ford, Tyler MorrisLPL FinancialWells Fargo Advisors$52509-18-2015
John Sloop Jr., John BlackLPL FinancialCetera$13509-15-2015
Peter WeilLPL FinancialRBC Wealth Management$13009-11-2015
Melanie HousdenLPL FinancialEdward Jones$10009-10-2015
Clay Kearney, Roy SpinksLPL FinancialCapital One$43909-08-2015
Michael McDonaldLPL FinancialU.S. Bancorp Investments$7509-02-2015
Paul PignoneLPL FinancialFidelity$7509-01-2015
Michael GrebenLPL FinancialJ.P. Turner & Company$12008-27-2015
Robert BradfordLPL FinancialLucia Securities$12608-27-2015
Ronnie Rushing, Bradley ScottLPL FinancialSouthwest Securities$14508-05-2015
Timothy ForsmanLPL FinancialJHS Capital Advisors$15008-05-2015
Donald HeitzLPL FinancialFirst Command Financial$9008-04-2015
Joel PalatnikLPL FinancialRaymond James$16508-03-2015
Neel PatelLPL FinancialBank of America Merrill Lynch$7007-31-2015
John CortaleLPL FinancialJHS Capital Advisors$10007-31-2015
Brian HillLPL FinancialWesBanco Securities$8207-27-2015
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Showing 1 to 25 of 114 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.