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
Jacob March SchaeferKey Investment Services LLCPNC Investments06-18-2019
Omar A OmarKey Investment Services LLCPNC Investments04-08-2019
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Stephen Arthur D'AlessandroKey Investment Services LLCPNC Investments10-30-2018
Melissa Anne DavisKey Investment Services LLCPNC Investments08-15-2018
George Matthew GreenertKey Investment Services LLCPNC Investments06-29-2018
Paul Henry Partridge Jr.Key Investment Services LLCPNC Investments04-04-2018
Kristen M. VietaKey Investment Services LLCPNC Investments11-30-2017
Daniel Charles RichardsonKey Investment Services LLCPNC Investments10-19-2017
Richard ReslingKey Investment Services LLCPNC Investments09-27-2017
Timothy J. DorazioKey Investment Services LLCPNC Investments08-10-2017
Jonah Thomas MooneyKey Investment Services LLCPNC Investments06-23-2017
Janet Elaine GubanicKey Investment Services LLCPNC Investments06-02-2017
Dylan M. DluhosKey Investment Services LLCPNC Investments05-04-2017
Paul Andrew MuskinKey Investment Services LLCPNC Investments$10005-01-2017
John R Hemric Jr.Key Investment Services LLCPNC Investments04-03-2017
Charles R. CroyKey Investment Services LLCPNC Investments03-27-2017
Dennis James SeidelKey Investment Services LLCPNC Investments$10002-23-2017
Spencer OrourkeKey Investment Services LLCPNC Investments06-14-2016
Jacob Dennis VandalenKey Investment Services LLCPNC Investments09-04-2015
Jason M BolenKey Investment Services LLCPNC Investments12-09-2014
Greg Lee EmmackKey Investment Services LLCPNC Investments11-21-2014
Jonathan Payton LivingstonKey Investment Services LLCPNC Investments$10007-21-2014
Keri Lynn DrainKey Investment Services LLCPNC Investments06-10-2014
Daniel John StifflerKey Investment Services LLCPNC Investments$50002-24-2014
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Showing 1 to 25 of 44 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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