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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.

Filters
Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial$002-19-2014
Matthew Cunningham, Erik WilliamsLPL FinancialPark Avenue Securities$012-04-2013
Bobby WhiteLPL FinancialSecurities America$008-10-2011
Donald PatrickLPL FinancialSecurities America$008-10-2011
Michael SharplesLPL FinancialEdward Jones$005-26-2010
Ryan J. SchriftLPL FinancialMorgan Keegan$1506-07-2012
Steven CrabreeLPL FinancialBank of America Merrill Lynch$5004-21-2012
Sean A. SmalleyLPL FinancialCharles Schwab$7504-11-2014
Paul E. HouseyLPL FinancialNorthstar Financial$7812-17-2013
Gary DeeseLPL FinancialEdward Jones$9211-28-2011
Andrew GonskiLPL FinancialAmeriprise Financial$10009-19-2013
Wealth Advisors of Tampa BayLPL FinancialFlorida Investment Advisors$10004-18-2012
Anton BayerLPL FinancialSecurities America$11511-28-2011
Robert F. Halligan IILPL FinancialMorgan Stanley Wealth Management$11510-14-2010
Ellen M. Duhamel, Thomas J. DornoffLPL FinancialMorgan Stanley Wealth Management$13001-13-2014
Michael A. RogersLPL FinancialCommonwealth Financial Network$15002-04-2014
Jonathan A. Owenby, Jeffrey T. JonesLPL FinancialSuntrust Investment Services$15001-03-2014
Tamar H. MogilskiLPL FinancialMetLife Securities$15012-10-2012
Timothy McKenna, Brian L. Smith, Timothy J. McKenna Jr., Bryan LavermanLPL FinancialProequities$15512-01-2011
Gerber Kawasaki Wealth & Investment ManagementLPL FinancialSagePoint Financial$17510-24-2012
Christopher Hagen, Daniel SloanLPL FinancialMorgan Keegan$18001-04-2012
Mark Elston, Dave Quinn, Jim Elston, Tiffany Del SantoLPL FinancialWells Fargo Advisors$18511-07-2012
Steven Jung, Timothy Lysaght, Patrick Lysaght,LPL FinancialMorgan Keegan$18511-28-2011
John M. Cartolano Jr.LPL FinancialAmeriprise Financial$20012-10-2013
John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael VelazquezLPL FinancialLincoln Financial$20001-25-2012
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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.