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
Raymond SaravitzLPL FinancialCommonwealth Financial Network$001-04-2016
Vincent Kubilus, Brian Thornton, Mark ZakoskiLPL FinancialInfinex$001-04-2016
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial$012-13-2013
Matthew Cunningham, Erik WilliamsLPL FinancialPark Avenue Securities$010-17-2013
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$1505-14-2012
Andrew PerceleanuLPL FinancialU.S. Bancorp Investments$5006-15-2016
Jason CurtisLPL FinancialEdward Jones$5006-13-2016
John BezdichekLPL FinancialCetera$5005-13-2016
John Henson Jr.LPL FinancialNorthwestern Mutual $5005-10-2016
Fred QuattlebaumLPL FinancialWells Fargo Advisors$5005-06-2016
Thomas StineLPL FinancialHFI Wealth Management$5005-05-2016
Dustin DeFrancoLPL FinancialJ.P. Morgan Securities LLC$5004-08-2016
Michael SilversteinLPL FinancialJ.P. Morgan Securities LLC$5004-01-2016
Richard NakawataseLPL FinancialFirst Allied Securities$5003-14-2016
Peter BellLPL FinancialStifel Nicolaus & Co.$5001-11-2016
Brandon EdwardsLPL FinancialWaddell and Associates$5001-01-2016
Robert MaferaLPL FinancialAmeriprise Financial$5012-17-2015
Richard HopeLPL FinancialLincoln Financial$5012-16-2015
Robert Georgiou, Joseph KouryLPL FinancialSecurian Financial Services$5010-26-2015
Edward QuirkLPL FinancialCitizens Securities$5010-15-2015
Steven CrabreeLPL FinancialBank of America Merrill Lynch$5004-21-2012
Kelly SmithLPL FinancialJ.W. Cole Financial$5211-30-2015
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Showing 1 to 25 of 248 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.