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
Anna BouthillettePNC InvestmentsFifth Third Securities, Inc.10-28-2009
James Michael NarsetePNC InvestmentsChase Investment Services Corp.12-09-2009
Gregory J HilgenbergPNC InvestmentsChase Investment Services Corp.$15001-04-2010
Paul John Dahl IIIPNC InvestmentsFifth Third Securities, Inc.$10005-11-2010
Brian Josef KleinertzPNC InvestmentsU.S. Bancorp Investments, Inc.05-17-2010
Russell Riley RhodesPNC InvestmentsFarmers Financial Solutions, LLC$10009-07-2010
Jason R. MoscickisPNC InvestmentsFifth Third Securities, Inc.11-04-2010
Kristian Phillip MalcontentoPNC InvestmentsMorgan Stanley$10011-29-2010
Gregory Wade GobblePNC InvestmentsBerthel, Fisher & Company Financial Services, Inc.12-13-2010
Nancy Carole NovakPNC InvestmentsCharles Schwab & Co., Inc.$15001-03-2011
Richard Anthony PassarelliPNC InvestmentsFifth Third Securities, Inc.$25002-01-2011
Christopher Michael WursterPNC InvestmentsMorgan Stanley02-28-2011
Lillian KlainosPNC InvestmentsAssociated Investment Services, Inc.04-07-2011
Michael Leonard PickerillPNC InvestmentsMML Investors Services, LLC05-23-2011
Rodney John DeckerPNC InvestmentsFifth Third Securities, Inc.07-21-2011
Kenneth Scott RobbinsPNC InvestmentsAssociated Investment Services, Inc.07-21-2011
Joseph Francis GaspariPNC InvestmentsChase Investment Services Corp.09-12-2011
Joe Alexander SanchezPNC InvestmentsLPL Financial LLC09-26-2011
Kristopher Michal SamiecPNC InvestmentsVALIC Financial Advisors, Inc.11-07-2011
Nicholas J Versetto IIIPNC InvestmentsChase Investment Services Corp.12-19-2011
Stephen SumerajPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25001-05-2012
Thomas Edward ErffmeyerPNC InvestmentsJ.P. Morgan Securities LLC$50001-12-2012
Leonard David TeplitskyPNC InvestmentsChase Investment Services Corp.02-03-2012
Nick Panos StavropoulosPNC InvestmentsChase Investment Services Corp.02-06-2012
Vincenzo D CiroliaPNC InvestmentsFifth Third Securities, Inc.03-14-2012
Next Page »

Showing 1 to 25 of 112 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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