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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
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
Joseph SicilianoLPL FinancialFidelity$10008-31-2015
Bill WoodwardLPL FinancialWells Fargo Advisors$10006-17-2015
Andrew GonskiLPL FinancialAmeriprise Financial$10009-19-2013
Wealth Advisors of Tampa BayLPL FinancialFlorida Investment Advisors$10004-18-2012
Jeffrey Kelley, Micah KelleyLPL FinancialAmeriprise Financial$10209-15-2015
Paul CarlsonLPL FinancialEdward Jones$10308-31-2015
Dale WolfLPL FinancialSun Trust Securities$10408-31-2015
Brian SmithLPL FinancialCUNA Brokerage Services$11009-15-2015
Lilian LoLPL FinancialFidelity$11009-15-2015
Anton BayerLPL FinancialSecurities America$11511-28-2011
Robert F. Halligan IILPL FinancialMorgan Stanley Wealth Management$11510-14-2010
Daniel Conard, Josiah JenningsLPL FinancialLarson Financial Securities$12009-15-2015
Michael PalaceLPL FinancialWells Fargo Advisors$13008-11-2015
Rick SchenckLPL FinancialCapital One$13006-25-2015
John E. CarrollLPL FinancialBank of America Merrill Lynch$13002-09-2015
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Showing 1 to 25 of 78 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.