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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Timothy LombardiMerrill Lynch, Pierce, Fenner & Smith IncorporatedChase Investment Services Corp.01-21-2009
Fidel ReyesNatcity Investments, Inc.Chase Investment Services Corp.03-04-2009
Gwendolyn Ginell ShawCountry Capital Management CompanyChase Investment Services Corp.03-11-2009
Matthew Kenneth WilkesNatcity Investments, Inc.Chase Investment Services Corp.03-19-2009
Raymond William MeyerFifth Third Securities, Inc.Chase Investment Services Corp.$1004-13-2009
Eric Anthony MeskoWaddell & ReedChase Investment Services Corp.05-13-2009
Robert James OgnarCountry Capital Management CompanyChase Investment Services Corp.05-28-2009
Nicholas G. FronteraEdward JonesChase Investment Services Corp.06-15-2009
Chad Michael McFarlandCFD Investments, Inc.Chase Investment Services Corp.09-01-2009
Joshua Robert KubiakEdward JonesChase Investment Services Corp.11-23-2009
Michael Thomas AnsenbergerLPL Financial LLCChase Investment Services Corp.$1011-30-2009
Matthew Lawrence SchultzWells Fargo Clearing Services, LLCChase Investment Services Corp.12-04-2009
James Michael NarsetePNC InvestmentsChase Investment Services Corp.12-09-2009
Gregory J HilgenbergPNC InvestmentsChase Investment Services Corp.01-04-2010
Jolene Ann StantonCitigroup Global Markets Inc.Chase Investment Services Corp.$1002-16-2010
Steven Joseph WilhusenWoodbury Financial Services, Inc.Chase Investment Services Corp.02-19-2010
Jonathan GonzalezCountry Capital Management CompanyChase Investment Services Corp.02-24-2010
Michael James MurphyAmeriprise Financial Services, LLCChase Investment Services Corp.02-25-2010
Jason M. AndersonFifth Third Securities, Inc.Chase Investment Services Corp.03-24-2010
Richmond Antonio AshleyU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-25-2010
Robert J. KrygsheldEdward JonesChase Investment Services Corp.04-12-2010
Brian Joseph McPartlinWells Fargo Clearing Services, LLCChase Investment Services Corp.$5005-27-2010
Ilya Igorevich YeverovichE*TRADE Securities LLCChase Investment Services Corp.06-21-2010
Noah KreimontChase Investment Services Corp.Chase Investment Services Corp.06-28-2010
Janine OlearyMorgan StanleyChase Investment Services Corp.06-28-2010
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Showing 1 to 25 of 96 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. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.