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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron B ReedFifth Third Securities, Inc.PNC Investments09-22-2016
Aaron M RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
Aaron Michael BartkoKey Investment Services LLCPNC Investments03-28-2011
Abdulaziz F AlbasriFisher InvestmentsPNC Investments12-12-2017
Abraheim Ahmed AliWells Fargo Clearing Services, LLCPNC Investments08-28-2015
Adam HopperEdward JonesPNC Investments05-09-2016
Adam Neil RayburgTIAA-CREF Individual & Institutional Services, LLCPNC Investments09-13-2017
Adam Patrick DengelFidelity Brokerage Services LLCPNC Investments08-27-2012
Adam RekasieCitizens Securities, Inc.PNC Investments07-14-2016
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
Adam Zachary TaylorFifth Third Securities, Inc.PNC Investments01-05-2015
Afaf Ahmed ZaherMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-10-2017
Agnieszka DomanskiBMO Harris Financial Advisors, Inc.PNC Investments07-19-2017
Ahmad Abu AdasCitigroup Global Markets Inc.PNC Investments05-08-2017
Ahunna Era OnyewuMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments07-13-2017
Aida Corinne GonzalezTIAA-CREF Individual & Institutional Services, LLCPNC Investments05-28-2014
Ajay GarlapatiThe Huntington Investment CompanyPNC Investments04-27-2017
Akhil BhallaFirst Republic Securities Company, LLCPNC Investments05-18-2017
Akram Sadat AleahmadUnited Brokerage Services, IncPNC Investments06-13-2018
Alaa Abduljaleel KhashanSunTrust Investment Services, Inc.PNC Investments09-17-2018
Alain Bahram BrownFifth Third Securities, Inc.PNC Investments$1701-06-2015
Alan Charles KoncalU.S. Bancorp Investments, Inc.PNC Investments02-07-2019
Alan Howard GrossmanEdward JonesPNC Investments09-28-2012
Albert Anthony CalvarioMorgan StanleyPNC Investments$5004-20-2011
Albert Clement PrykaLPL Financial LLCPNC Investments$5012-16-2013
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Showing 1 to 25 of 974 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.