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
Ronald Eugene CarrollMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$15010-25-2019
Robert Anderson Turner IIWells Fargo Advisors Financial Network, LLCPNC Investments10-15-2019
Kevin H. GayAllstate Financial Services, LLCPNC Investments$10009-20-2019
Kimberly Sue WeithmanLPL Financial LLCPNC Investments$10008-09-2019
Tracy ReadCambridge Investment Research, Inc.PNC Investments06-26-2019
Jacob March SchaeferKey Investment Services LLCPNC Investments06-18-2019
Frank N. HotzeMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-26-2019
Omar A OmarKey Investment Services LLCPNC Investments04-08-2019
Theresa Ann SchmotzerCetera Advisor Networks LLCPNC Investments02-28-2019
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Taylor Kent ColeU.S. Bancorp Investments, Inc.PNC Investments02-15-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Alan Charles KoncalU.S. Bancorp Investments, Inc.PNC Investments02-07-2019
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
Anthony A. GrisantiTD Ameritrade Investment Management, LLCPNC Investments01-03-2019
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Francis Bartlett Whitehouse IIIAXA Advisors, LLCPNC Investments12-03-2018
Vincent Edward FranksThe Huntington Investment CompanyPNC Investments11-21-2018
Christopher D. SchalkAmeriprise Financial Services, Inc.PNC Investments11-14-2018
Matthew E. KallioCitizens Securities, Inc.PNC Investments11-08-2018
Zachary StillmanJ.P. Morgan Securities LLCPNC Investments11-02-2018
Joseph M Dittoe Jr.One SevenPNC Investments11-02-2018
Christopher David CareyOne SevenPNC Investments11-02-2018
Next Page »

Showing 1 to 25 of 311 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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