Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Raymond SaravitzLPL FinancialCommonwealth Financial Network01-04-2016
Vincent Kubilus, Brian Thornton, Mark ZakoskiLPL FinancialInfinex01-04-2016
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial12-13-2013
Matthew Cunningham, Erik WilliamsLPL FinancialPark Avenue Securities10-17-2013
Bobby WhiteLPL FinancialSecurities America08-10-2011
Donald PatrickLPL FinancialSecurities America08-10-2011
Michael SharplesLPL FinancialEdward Jones05-26-2010
Todd TimmermanLPL FinancialPrincor Financial Services$103-09-2015
Thomas A. BraunLPL FinancialFifth Third Securities$108-29-2014
VisionPoint Advisory GroupLPL FinancialSecurian Financial Services$110-01-2013
Kenneth G. InghamLPL FinancialSentinel Securities, Inc.$103-01-2013
Kelley F. Snook, Jr.LPL FinancialNorthstar Financial$408-30-2013
Ryan J. SchriftLPL FinancialMorgan Keegan$1505-14-2012
John ZeziniLPL FinancialRoyal Alliance$5011-13-2017
Paul HenryLPL FinancialCitizens Investment Services$5004-27-2017
Steve WardLPL FinancialSuntrust Investment Services$5003-30-2017
Sima AlefiLPL FinancialWells Fargo Advisors$5001-05-2017
Garth LurveyLPL FinancialSuntrust Investment Services$5012-15-2016
Frederick ShowsLPL FinancialWaddell and Associates$5012-12-2016
Steven LandwersiekLPL FinancialAmeriprise Financial$5012-12-2016
David La RueLPL FinancialEdward Jones$5011-07-2016
Michael ConatyLPL FinancialFTB Advisors$5011-01-2016
Brian HoffmanLPL FinancialPNC Investments $5010-27-2016
Joseph Franklin, Sean FranklinLPL FinancialNYLIFE Securities$5010-27-2016
Bradley BowmanLPL FinancialCetera$5010-14-2016
Next Page »

Showing 1 to 25 of 566 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.