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
Robert LanePNC InvestmentsCetera Investment Services LLC12-18-2018
Gregory Lewis VayhingerPNC InvestmentsBMO Harris Financial Advisors, Inc.11-14-2018
Jason Andrew HertelPNC InvestmentsKey Investment Services LLC06-16-2017
Eric Steven BlessingPNC InvestmentsYoung America Capital, LLC11-28-2016
Dustin Wade StonebrakerPNC InvestmentsFifth Third Securities, Inc.11-18-2016
Abigail Elizabeth LindseyPNC InvestmentsAtlas Capital Management Corp10-21-2016
John Anthony VaughnPNC InvestmentsFifth Third Securities, Inc.06-10-2016
Richard Andrew Kelner IIPNC InvestmentsJ.P. Morgan Securities LLC03-18-2016
Matthew J. RamerPNC InvestmentsEdward Jones03-03-2016
Daniel J JankowskiPNC InvestmentsSecurian Financial Services, Inc.05-28-2015
Stephen Michael ComptonPNC InvestmentsEdward Jones05-13-2015
Matthew Antonio PostellPNC InvestmentsEdward Jones04-01-2015
Keith WilsonPNC InvestmentsSelect Portfolio, Inc.03-16-2015
Ronald Russell Odle IIIPNC InvestmentsRaymond James Financial Services, Inc.02-26-2015
Danielle Lee HallidayPNC InvestmentsFifth Third Securities, Inc.12-08-2014
Andrew Kenneth SkinnerPNC InvestmentsFifth Third Securities, Inc.11-25-2014
Katrina Marie GeisPNC InvestmentsStrategic Advisers LLC10-28-2014
Kyle Andrew PlattPNC InvestmentsEdward Jones10-24-2013
Karen Lynn WolffisPNC InvestmentsThrivent Investment Management Inc.10-21-2013
Jill Annette DaileyPNC InvestmentsWaddell & Reed10-07-2013
Larry Dale ClarkPNC InvestmentsJ.P. Morgan Securities LLC10-03-2013
Gregory Lyn SullivanPNC InvestmentsThrivent Investment Management Inc.07-19-2013
William Scott ElliottPNC InvestmentsJ.P. Morgan Securities LLC07-17-2013
Erika S HalliwillPNC InvestmentsJ.P. Morgan Securities LLC05-03-2013
Timothy R SmithPNC InvestmentsW&S Brokerage Services, Inc.01-23-2013
Next Page »

Showing 1 to 25 of 70 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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