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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, Inc.$15011-05-2018
Erick L MichaelsonPNC InvestmentsAmeriprise Financial Services, Inc.$5012-15-2017
Scott David MckinniePNC InvestmentsAmeriprise Financial Services, Inc.10-12-2016
Ryan Christopher HoffPNC InvestmentsAmeriprise Financial Services, Inc.$1010-11-2016
Robert Charles GorePNC InvestmentsAmeriprise Financial Services, Inc.04-14-2015
Vinay BajajPNC InvestmentsAmeriprise Financial Services, Inc.01-30-2015
Donald John DidonatoPNC InvestmentsAmeriprise Financial Services, Inc.$15011-17-2014
Joseph Andrew O'HarePNC InvestmentsAmeriprise Financial Services, Inc.05-15-2014
Kyle Andrew JenningsPNC InvestmentsAmeriprise Financial Services, Inc.04-02-2014
William Bartholomew Von HoenePNC InvestmentsAmeriprise Financial Services, Inc.$101-16-2014
Kathleen Marie SnyderPNC InvestmentsAmeriprise Financial Services, Inc.07-19-2013
Warren Henry GordonPNC InvestmentsAmeriprise Financial Services, Inc.04-11-2013
Carlos M MalagonPNC InvestmentsAmeriprise Financial Services, Inc.08-28-2012
Peter W ThompsonPNC InvestmentsAmeriprise Financial Services, Inc.04-26-2011
Stephanie Ann YoingcoPNC InvestmentsAmeriprise Financial Services, Inc.07-12-2010
Kevin Brian CollinsPNC InvestmentsAmeriprise Financial Services, Inc.03-17-2010
Ryan Michael OrsleyPNC InvestmentsAmeriprise Financial Services, Inc.03-03-2010
William O.E. Sterling IIIPNC InvestmentsAmeriprise Financial Services, Inc.$2501-27-2010
Robert Nicholas VolpePNC InvestmentsAmeriprise Financial Services, Inc.01-13-2010
Philip Joseph SaccoPNC InvestmentsAmeriprise Financial Services, Inc.12-16-2009
William Christopher JonesPNC InvestmentsAmeriprise Financial Services, Inc.$1011-04-2009
Michael Anthony Augerinos Jr.PNC InvestmentsAmeriprise Financial Services, Inc.09-21-2009
John Gaynor Venne ChFCPNC InvestmentsAmeriprise Financial Services, Inc.08-14-2009
Andrew Jacob TysonPNC InvestmentsAmeriprise Financial Services, Inc.$15008-03-2009
Karen Lee KursarPNC InvestmentsAmeriprise Financial Services, Inc.$15007-27-2009
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Showing 1 to 25 of 26 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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