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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Anthony O'Donnell Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-15-2009
Cody James HartleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-26-2010
Michael Alan HittnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-18-2010
William Stephen GreinerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-07-2011
Ronnie P. JesseMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-04-2011
Anna G. NewtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-02-2011
Jordan David LitzMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments02-21-2012
Hiren PatelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-22-2012
Teh-Hua SunMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-13-2012
Jerry Alexander TherrelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-01-2013
Douglas N. BreitenbachMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-29-2013
Matthew H TownsendMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-06-2014
William Robert CloudMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-10-2014
Beau Christopher MoyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-16-2014
Michael E MagsalinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-18-2014
George Cole Philhower IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$2506-23-2014
Barrett CarterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$1007-09-2014
Michael Richard AntczakMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-11-2014
Obinna Collins EzeifeMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-18-2014
Sarah M WolffMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-19-2014
Mark C. FultonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-24-2014
Justin J. NilesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$1011-06-2014
Lisa Marie Lacross-CourtneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$1011-07-2014
Victoria A KaufmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-19-2014
Nicholas George AlexanderMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-02-2015
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Showing 1 to 25 of 72 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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