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
Timothy Olah MoorePNC InvestmentsMorgan Stanley11-04-2019
John Joseph MannixPNC InvestmentsMorgan Stanley10-25-2019
Eduardo Javier ValdesPNC InvestmentsMorgan Stanley04-24-2018
Thomas Edward FinleyPNC InvestmentsMorgan Stanley02-26-2018
Timothy Nathaniel McmullenPNC InvestmentsMorgan Stanley$10010-17-2017
Gerard Elijah Del Mundo Fernando JrPNC InvestmentsMorgan Stanley09-11-2017
Tik Ki TsangPNC InvestmentsMorgan Stanley07-12-2017
Michael William WalbridgePNC InvestmentsMorgan Stanley02-07-2017
FULTON BRIDGESPNC InvestmentsMorgan Stanley01-16-2017
Gary J. FrenchPNC InvestmentsMorgan Stanley11-21-2016
Cameron T GrayPNC InvestmentsMorgan Stanley11-07-2016
Eric BoksaPNC InvestmentsMorgan Stanley09-23-2016
James Erik KimbroughPNC InvestmentsMorgan Stanley09-08-2016
John Wakefield FeeneyPNC InvestmentsMorgan Stanley07-29-2016
Michael Frederick JacksonPNC InvestmentsMorgan Stanley07-06-2016
Diana Lynn CovellPNC InvestmentsMorgan Stanley07-05-2016
Ilian LiPNC InvestmentsMorgan Stanley$16107-01-2016
James Alan FrangenbergPNC InvestmentsMorgan Stanley05-20-2016
Michael Steven HopePNC InvestmentsMorgan Stanley05-12-2016
Kevin Dale GautPNC InvestmentsMorgan Stanley03-11-2016
Nathan W. TuoriPNC InvestmentsMorgan Stanley$15002-19-2016
David Joel JohnsonPNC InvestmentsMorgan Stanley02-08-2016
Jeff David BevacquaPNC InvestmentsMorgan Stanley10-26-2015
Karen Quinn WatsonPNC InvestmentsMorgan Stanley$15009-14-2015
Matthew Taylor LawsPNC InvestmentsMorgan Stanley04-17-2015
Next Page »

Showing 1 to 25 of 77 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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