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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Frank A BottiniPNC InvestmentsAegis Capital Corp.09-08-2017
Harold Franklin CrawfordPNC InvestmentsAlight Financial Solutions, LLC02-18-2014
Patrick Charles ObrienPNC InvestmentsAllianceBernstein L.P.$103-13-2013
Jay Julius Peitsch IIPNC InvestmentsAllied Beacon Partners, Inc.09-09-2013
Melissa Anne MarsicoPNC InvestmentsAllstate Financial Services, LLC$5002-28-2018
Mark Vincent KeithPNC InvestmentsAllstate Financial Services, LLC09-14-2016
David Scott GoldmanPNC InvestmentsAllstate Financial Services, LLC06-22-2015
Jonathan Eric SchnellPNC InvestmentsAllstate Financial Services, LLC09-15-2014
Thomas Goodwin RoedigerPNC InvestmentsAllstate Financial Services, LLC08-28-2014
James Bruce HallPNC InvestmentsAllstate Financial Services, LLC08-21-2014
Robert Edward RobinsonPNC InvestmentsAllstate Financial Services, LLC08-01-2014
Gregory Andrew BartaszewiczPNC InvestmentsAllstate Financial Services, LLC11-18-2013
Eric James PalomoPNC InvestmentsAllstate Financial Services, LLC09-18-2013
Ryan Christopher ColePNC InvestmentsAllstate Financial Services, LLC01-10-2011
Daniel Paul OdonnellPNC InvestmentsAllstate Financial Services, LLC$101-14-2010
David William HouckPNC InvestmentsAmerican Independent Securities Group, LLC02-04-2015
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, Inc.$15011-05-2018
Erick L MichaelsonPNC InvestmentsAmeriprise Financial Services, Inc.$5012-15-2017
Scott David MckinniePNC InvestmentsAmeriprise Financial Services, Inc.10-12-2016
Ryan Christopher HoffPNC InvestmentsAmeriprise Financial Services, Inc.$1010-11-2016
Robert Charles GorePNC InvestmentsAmeriprise Financial Services, Inc.04-14-2015
Vinay BajajPNC InvestmentsAmeriprise Financial Services, Inc.01-30-2015
Donald John DidonatoPNC InvestmentsAmeriprise Financial Services, Inc.$15011-17-2014
Joseph Andrew O'HarePNC InvestmentsAmeriprise Financial Services, Inc.05-15-2014
Kyle Andrew JenningsPNC InvestmentsAmeriprise Financial Services, Inc.04-02-2014
Next Page »

Showing 1 to 25 of 1,619 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.

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