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
Joseph David BanishAmeriprise Financial Services, Inc.PNC Investments03-10-2017
Dylan Jaymes BaxterAmeriprise Financial Services, Inc.PNC Investments12-07-2016
Miranda Dawn CollingwoodAmeriprise Financial Services, Inc.PNC Investments10-12-2016
James Henry McconnellAmeriprise Financial Services, Inc.PNC Investments09-01-2015
Ryan Michael OrsleyAmeriprise Financial Services, Inc.PNC Investments$5006-05-2015
Sean Andrew FitzpatrickAmeriprise Financial Services, Inc.PNC Investments06-05-2015
Shivani SinghAmeriprise Financial Services, Inc.PNC Investments02-27-2015
Frederick Nathaniel BryanAmeriprise Financial Services, Inc.PNC Investments$5008-15-2014
Sarah Elizabeth BrechbuehlAmeriprise Financial Services, Inc.PNC Investments04-03-2014
Joseph Samuel KarlsenAmeriprise Financial Services, Inc.PNC Investments11-29-2013
Kevin Michael FarrellAmeriprise Financial Services, Inc.PNC Investments$5011-29-2013
Scott Matthew Clayton Sr.Ameriprise Financial Services, Inc.PNC Investments11-29-2013
Steven Hamilton KranzleyAmeriprise Financial Services, Inc.PNC Investments08-16-2013
Gavin James BoboAmeriprise Financial Services, Inc.PNC Investments04-10-2013
Lynn Maria LiaskosAmeriprise Financial Services, Inc.PNC Investments11-16-2012
Sean Michael PearsonAmeriprise Financial Services, Inc.PNC Investments$5009-28-2012
Michelle Marie NocitoAmeriprise Financial Services, Inc.PNC Investments10-14-2011
Joseph Paul KnausAmeriprise Financial Services, Inc.PNC Investments07-22-2011
Kevin Patten BondiAmeriprise Financial Services, Inc.PNC Investments$3607-16-2010

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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