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
Aaron Bruce ReedPNC InvestmentsEdward Jones11-23-2009
Aaron D GamblePNC InvestmentsJ.P. Morgan Securities LLC08-05-2014
Aaron David MazerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2010
Aaron John HurleyPNC InvestmentsFirstMerit Financial Services, Inc05-24-2011
Aaron Matthew King Sr.PNC InvestmentsFifth Third Securities, Inc.07-01-2015
Aaron Robert AndersonPNC InvestmentsJ.P. Morgan Securities LLC09-14-2016
Aaron Russel ServaisPNC InvestmentsBMO Harris Financial Advisors, Inc.10-07-2015
Aaron Thomas LowePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2013
Abdulaziz F AlbasriPNC InvestmentsMorgan Stanley08-18-2014
Abigail Elizabeth LindseyPNC InvestmentsAtlas Capital Management Corp10-21-2016
Adam HutchisonPNC InvestmentsCitizens Securities, Inc.06-10-2016
Adam John KenleyPNC InvestmentsThe Huntington Investment Company$102-06-2012
Adam Lee LybargerPNC InvestmentsEssex National Securities, LLC10-07-2013
Adam Neil RayburgPNC InvestmentsAXA Advisors, LLC03-19-2012
Adam P SmithPNC InvestmentsFifth Third Securities, Inc.06-08-2017
Adrienne Meredith MedlinPNC InvestmentsLPL Financial LLC11-30-2012
Afaf Ahmed ZaherPNC InvestmentsWells Fargo Clearing Services, LLC05-02-2014
Ahmad AbdoPNC InvestmentsAXA Advisors, LLC07-08-2010
Ahmet Ali KamilPNC InvestmentsChase Investment Services Corp.07-19-2010
Ahunna Era OnyewuPNC InvestmentsRBC Capital Markets, LLC07-01-2016
Aisha LokaiPNC InvestmentsWells Fargo Clearing Services, LLC03-11-2009
Ajay GarlapatiPNC InvestmentsThe Huntington Investment Company03-28-2016
Akram Sadat AleahmadPNC InvestmentsBanc of America Investment Services, Inc.06-01-2009
Alaa Abduljaleel KhashanPNC InvestmentsCitizens Securities, Inc.11-08-2016
Alan Alfonso BanuelosPNC InvestmentsJ.P. Morgan Securities LLC09-08-2017
Next Page »

Showing 1 to 25 of 1,620 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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