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
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Talie Lynn DuplainThe Huntington Investment CompanyPNC Investments08-01-2018
Brian Timothy HoutsTriad Advisors LLCPNC Investments$2503-05-2018
Aloysius C JosephCommonwealth Financial NetworkPNC Investments03-01-2018
Kristen M. VietaKey Investment Services LLCPNC Investments11-30-2017
Thomas Joseph O'Reilly Jr.The Huntington Investment CompanyPNC Investments$2511-13-2017
Michael Ray SkibbeLPL Financial LLCPNC Investments$2510-27-2017
Ilija DjukicJ.P. Morgan Securities LLCPNC Investments$110-26-2017
Christopher Aaron GervaiseLPL Financial LLCPNC Investments10-12-2017
Brian Dylan JohnsonCitizens Securities, Inc.PNC Investments$15009-20-2017
Karen Alison MorrisB. Riley Wealth ManagementPNC Investments09-08-2017
Ryan Patrick HooverRaymond James Financial Services, Inc.PNC Investments08-22-2017
William Glen AddingtonRaymond James Financial Services, Inc.PNC Investments07-14-2017
Ivan UskokovicFifth Third Securities, Inc.PNC Investments$106-14-2017
Jeffrey MeighenThe Huntington Investment CompanyPNC Investments06-13-2017
Susanne Marie SwansonFifth Third Securities, Inc.PNC Investments06-08-2017
Jason Allan BeardW&S Brokerage Services, Inc.PNC Investments05-26-2017
Joshua W GoodwinU.S. Bancorp Investments, Inc.PNC Investments05-22-2017
Brian Louis ProseFifth Third Securities, Inc.PNC Investments05-09-2017
James Thomas Carpenter IIIEdward JonesPNC Investments$15005-05-2017
Cheryl J SteinerCetera Investment Services LLCPNC Investments05-01-2017
Kimberly S WeithmanCUSO Financial Services, L.P.PNC Investments05-01-2017
Next Page »

Showing 1 to 25 of 250 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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