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
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
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
Anthony ArcuriLPL FinancialWells Fargo Advisors$5512-18-2015
Peter LightLPL FinancialRBC Wealth Management$5512-16-2015
Jack PerryLPL FinancialCity Securities Corp.$5511-24-2015
Richard FeauveLPL FinancialAmerican Portfolios$5511-02-2015
Lee EdsonLPL FinancialSagePoint Financial$5510-30-2015
Nicole JervisLPL FinancialHuntington Investments$6012-09-2015
Jared PowellLPL FinancialWaddell and Reed$6010-26-2015
Pat SharpLPL FinancialFirst Tennessee Bank$6511-25-2015
Matthew WarrenLPL FinancialAmeriprise Financial$6511-20-2015
Robert WithersLPL FinancialBank of America Merrill Lynch$6511-03-2015
Jason CoutcherLPL FinancialFifth Third Securities$6812-02-2015
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Showing 1 to 25 of 159 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.