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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
William E PeeplesPNC InvestmentsEdward Jones06-19-2020
Drew McclairPNC InvestmentsEdward Jones04-15-2020
Cristopher J ValladaresPNC InvestmentsEdward Jones03-26-2020
Christopher Scott SegebarthPNC InvestmentsEdward Jones03-26-2020
David Robert WeigandPNC InvestmentsEdward Jones12-04-2019
John RandallPNC InvestmentsEdward Jones10-23-2019
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Justin Curtis RueterPNC InvestmentsEdward Jones08-15-2019
Trevon Terrell CooperPNC InvestmentsEdward Jones05-07-2019
Jerrell SmithPNC InvestmentsEdward Jones06-25-2018
Peter KamelPNC InvestmentsEdward Jones$15004-03-2018
Jeremy HolsteinPNC InvestmentsEdward Jones11-13-2017
Joshua Ryan LoaneyPNC InvestmentsEdward Jones08-04-2017
Anthony Rudy WilliamsPNC InvestmentsEdward Jones04-18-2017
Ryan HerbinPNC InvestmentsEdward Jones01-24-2017
Matthew J RamerPNC InvestmentsEdward Jones03-03-2016
Matthew Allen RuhlPNC InvestmentsEdward Jones$15007-15-2015
Christopher R CliffordPNC InvestmentsEdward Jones06-19-2015
Amy Lynn MillerPNC InvestmentsEdward Jones$15010-27-2014
Jeff David AurandPNC InvestmentsEdward Jones07-02-2014
Jeffrey Lynn ChioPNC InvestmentsEdward Jones04-04-2013
Keith Michael RuxerPNC InvestmentsEdward Jones12-10-2012
Kenneth J ScrimaPNC InvestmentsEdward Jones11-13-2012
Zach James BoldenPNC InvestmentsEdward Jones07-09-2012
David Vincent VariPNC InvestmentsEdward Jones02-15-2012
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Showing 1 to 25 of 28 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.