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
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 1,620 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.