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
Alex LindermanFifth Third Securities, Inc.PNC Investments02-06-2019
Ganna KravchukMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Sarah B. Snowden GibbonsU.S. Bancorp Investments, Inc.PNC Investments04-17-2018
Bowman Michael ThrasherMorgan StanleyPNC Investments06-22-2017
Michael C. Harned Jr.Fifth Third Securities, Inc.PNC Investments06-14-2017
Julio Vincent DriggsFifth Third Securities, Inc.PNC Investments05-31-2017
Andrew MuncyWells Fargo Clearing Services, LLCPNC Investments04-17-2017
Latham Chase SpeidenJ.J.B. Hilliard, W.L. Lyons, LLCPNC Investments01-25-2016
Matthew J. AquiliaLegacy Financial Advisors, Inc.PNC Investments04-02-2015
Teresa Scott Green-DelvizisJ.P. Morgan Securities LLCPNC Investments02-09-2015
Nedrah Carrie StagnerWoodmen Financial Services, Inc.PNC Investments01-10-2014
Matthew Todd ThompsonFifth Third Securities, Inc.PNC Investments08-07-2013
Lisa Pearl BrittU.S. Bancorp Investments, Inc.PNC Investments08-31-2012
Jessica L. LucasFifth Third Securities, Inc.PNC Investments08-09-2010
Joshua Tyler ReynoldsLPL Financial LLCPNC Investments07-21-2010
James Matthew CooperFifth Third Securities, Inc.PNC Investments$1002-03-2010
Scott Lee AmicoU.S. Bancorp Investments, Inc.PNC Investments$2503-29-2016
Patricia Rae WynneFifth Third Securities, Inc.PNC Investments$2503-14-2014
Ricky Martin CrabtreeMorgan StanleyPNC Investments$5010-15-2010

Showing 1 to 19 of 19 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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