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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daphne L CarterPNC InvestmentsBenjamin F. Edwards & Company, Inc.09-10-2020
Drew CarterPNC InvestmentsThe Huntington Investment Company09-09-2020
John MerendinoPNC InvestmentsCUNA Brokerage Services, Inc.08-26-2020
Joseph Michael KuzmankoPNC InvestmentsCitizens Securities, Inc.08-21-2020
Karen Lee SchleussPNC InvestmentsLPL Financial LLC08-17-2020
Todd Eric ODanielPNC InvestmentsInternational Assets Advisory, LLC08-07-2020
Michael Anthony TringhesePNC InvestmentsWells Fargo Clearing Services, LLC07-30-2020
Nathan John SchumacherPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-30-2020
Clinton Matthew RinehartPNC InvestmentsNorthwestern Mutual Investment Services, LLC07-28-2020
William E PeeplesPNC InvestmentsEdward Jones06-19-2020
Donte LambertPNC InvestmentsMorgan Stanley05-06-2020
William Bothfeld TracyPNC InvestmentsFragasso Financial Advisors04-17-2020
Drew McclairPNC InvestmentsEdward Jones04-15-2020
Martha J GillespiePNC InvestmentsCitizens Securities, Inc.04-14-2020
Paul R HicksPNC InvestmentsHancock Whitney Investment Services Inc.04-08-2020
Michael Joseph FrendakPNC InvestmentsVanguard Marketing Corporation04-02-2020
Nicholas J MarinoPNC InvestmentsMorgan Stanley03-27-2020
Cristopher J ValladaresPNC InvestmentsEdward Jones03-26-2020
Christopher Scott SegebarthPNC InvestmentsEdward Jones03-26-2020
Scott H KestenPNC InvestmentsJ.P. Morgan Securities LLC03-20-2020
Craig Francis GrenciPNC InvestmentsCitizens Securities, Inc.$25003-18-2020
Thomas Joseph McAnenyPNC InvestmentsUSAA Investment Services Company02-28-2020
Janet Elaine GubanicPNC InvestmentsWesBanco Securities, Inc.02-07-2020
Michael Charles FitzgeraldPNC InvestmentsRiverSource Distributors, Inc.02-04-2020
Christopher Thomas JohnsonPNC InvestmentsEquitable Advisors, LLC01-29-2020
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Showing 1 to 25 of 390 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.