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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Edwin James PinigisBB&T Securities, LLCPNC Investments06-06-2019
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
David Wynne MorrisonPeloton Wealth Strategists, Inc.PNC Investments04-11-2019
Robert John MankoskiCitizens Securities, Inc.PNC Investments03-11-2019
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Jaclyn M MullicaCitizens Securities, Inc.PNC Investments02-27-2019
Joanne CalsettaLPL Financial LLCPNC Investments02-14-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Dominick PalumboWells Fargo Clearing Services, LLCPNC Investments01-16-2019
Peter John DenningWells Fargo Clearing Services, LLCPNC Investments12-18-2018
James Francis KruseNYLIFE Securities LLCPNC Investments12-17-2018
Wesley Joseph McguginCitizens Securities, Inc.PNC Investments12-17-2018
Craig Tilghman BoothSecurities America, Inc.PNC Investments11-30-2018
Ganna I KravchukMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
April Lain-Show WuWells Fargo Clearing Services, LLCPNC Investments11-20-2018
Heather Alicia ShaefferWells Fargo Clearing Services, LLCPNC Investments11-20-2018
Mathieu Spence GodinUBS Financial Services Inc.PNC Investments11-09-2018
John Samuel Fitch IIILPL Financial LLCPNC Investments11-08-2018
Christopher David CareyInternational Assets Advisory, LLCPNC Investments11-07-2018
Marco Goncalves RitaRaymond James Financial Services, Inc.PNC Investments11-07-2018
Thomas Gary BeckerLPL Financial LLCPNC Investments10-26-2018
Anthony Paul TucciniCitizens Securities, Inc.PNC Investments10-23-2018
Patrick Stephen MullenCetera Investment Services LLCPNC Investments10-21-2018
Patrick Ryan RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Next Page »

Showing 1 to 25 of 1,580 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.

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