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
Nicholas J. MarinoPNC InvestmentsMorgan Stanley03-27-2020
Thomas Edward FinleyPNC InvestmentsMorgan Stanley02-26-2018
Cameron T. GrayPNC InvestmentsMorgan Stanley11-07-2016
Michael Steven HopePNC InvestmentsMorgan Stanley05-12-2016
Nathan W. TuoriPNC InvestmentsMorgan Stanley02-19-2016
John Robert KinkeadPNC InvestmentsMorgan Stanley10-16-2013
Christopher James LehanPNC InvestmentsMorgan Stanley12-03-2012
Alan Charles KoncalPNC InvestmentsMorgan Stanley08-01-2012
Alexander Ray DrexelPNC InvestmentsMorgan Stanley07-01-2012
Thomas Joseph O'Reilly Jr.PNC InvestmentsMorgan Stanley$2502-29-2012
Robert Raymond ThomasPNC InvestmentsMorgan Stanley$20005-06-2010

Showing 1 to 11 of 11 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.