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

Filters

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

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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.

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