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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zaneilia Arnicia HarrisHarris and Harris Wealth Management Group, LLCPNC Investments07-09-2009
Zane Jason MichalskiCitizens Securities, Inc.PNC Investments12-21-2009
Zakhele V. DhlaminiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-14-2017
Zachary J. WildEdward JonesPNC Investments03-08-2016
Zachary Gregg StanopiewiczEdward JonesPNC Investments01-12-2018
Zachary D. WernerCadaret, Grant & Co., Inc.PNC Investments05-13-2016
Zachary A. BushTD Ameritrade Investment Management, LLCPNC Investments07-15-2016
Wilma Kay GilbertWells Fargo Clearing Services, LLCPNC Investments03-11-2013
Willie Douglas TateTD Private Client Wealth LLCPNC Investments10-31-2013
William Stephen GreinerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-07-2011
William Roy Cashman IIIWells Fargo Clearing Services, LLCPNC Investments$2511-30-2017
William Robert CloudMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-10-2014
William M. FryerFolger Nolan Fleming Douglas IncorporatedPNC Investments08-04-2017
William Joseph MurphyWells Fargo Clearing Services, LLCPNC Investments10-27-2017
William Glen AddingtonRaymond James Financial Services, Inc.PNC Investments07-14-2017
William Dalessio ToolanWells Fargo Clearing Services, LLCPNC Investments05-16-2017
Wade Howard HartzSecurian Financial Services, Inc.PNC Investments06-08-2011
Vincent Ray WallaceEdward JonesPNC Investments12-09-2013
Vincent Dewayne WhatleyWells Fargo Clearing Services, LLCPNC Investments$1008-21-2012
Victoria A KaufmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-19-2014
Vernon Burdell CunninghamLPL Financial LLCPNC Investments$1011-09-2012
Valerie Rose Lucille Vander MolenSunTrust Investment Services, Inc.PNC Investments06-02-2017
Vajoan MarteCitizens Securities, Inc.PNC Investments05-02-2017
Upinder Kaur ChandhokSunTrust Investment Services, Inc.PNC Investments07-18-2018
Trisha Ann ChaneyThe Huntington Investment CompanyPNC Investments05-12-2014
Next Page »

Showing 1 to 25 of 699 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.


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