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
Charles Gregory GavitPNC InvestmentsNatcity Investments, Inc.11-13-2009
Brett Robert BrenczewskiPNC InvestmentsNatcity Investments, Inc.11-13-2009
Daniel C. SteinbrunnerPNC InvestmentsNatcity Investments, Inc.11-13-2009
Robert Kennedy KretzPNC InvestmentsNatcity Investments, Inc.11-13-2009
Sue Ellen AllbaughPNC InvestmentsNatcity Investments, Inc.11-13-2009
Brent Leon PaddockPNC InvestmentsNatcity Investments, Inc.11-13-2009
Torey L. RauchPNC InvestmentsNatcity Investments, Inc.11-13-2009
Christopher G. HalePNC InvestmentsNatcity Investments, Inc.11-13-2009
Jefferson R. HankinsPNC InvestmentsNatcity Investments, Inc.11-13-2009
Scott Addison GarrigusPNC InvestmentsNatcity Investments, Inc.11-13-2009
Myra Susan LighterPNC InvestmentsThe Huntington Investment Company12-14-2009
Ryan Michael MurphyPNC InvestmentsNorthwestern Mutual Investment Services, LLC04-19-2010
Michael William NaabPNC InvestmentsChase Investment Services Corp.07-26-2010
Sathish Raj DharmaPNC InvestmentsCharles Schwab & Co., Inc.08-05-2010
Nicholas Jack PeregoyPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2010
Trevor C. JohnsonPNC InvestmentsChase Investment Services Corp.03-22-2012
Mark Lloyd SmithPNC InvestmentsJ.P. Morgan Securities LLC12-03-2012
Lonnie Durron TatePNC InvestmentsPNC Capital Advisors LLC10-24-2013
Michael Barrett StoltePNC InvestmentsFifth Third Securities, Inc.12-05-2014
Steven Joseph RastrelliPNC InvestmentsJ.P. Morgan Securities LLC04-03-2015
Matthew J. RamerPNC InvestmentsEdward Jones03-03-2016
Anthony Joseph NighPNC InvestmentsKey Investment Services LLC$5003-11-2016
John Anthony VaughnPNC InvestmentsFifth Third Securities, Inc.06-10-2016
Eric Steven BlessingPNC InvestmentsYoung America Capital, LLC11-28-2016
Gregory Lewis VayhingerPNC InvestmentsBMO Harris Financial Advisors, Inc.11-14-2018
Next Page »

Showing 1 to 25 of 27 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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