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
Alex LindermanPNC InvestmentsSagePoint Financial, Inc.05-13-2011
Andrew MuncyPNC InvestmentsEdward Jones04-22-2014
Andrew Paul ThomasPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-27-2014
Brant Thomas MayPNC InvestmentsLPL Financial LLC$15004-22-2014
Brian Michael KrausePNC InvestmentsJackson National Life Distributors LLC11-21-2013
Cathy Lynn BransonPNC InvestmentsThrivent Investment Management Inc.06-10-2013
Christopher Allen DorrisPNC InvestmentsSecurian Financial Services, Inc.10-01-2013
Christopher Ryan HoskingPNC InvestmentsChase Investment Services Corp.11-05-2012
Clinton K. CarrierPNC InvestmentsChase Investment Services Corp.07-12-2010
Cynthia YoungPNC InvestmentsEdward Jones02-05-2013
Dana M. MuesslePNC InvestmentsEdward Jones05-10-2011
David Harold GreerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2019
Douglas Chriss LaruePNC InvestmentsEdward Jones05-14-2015
Francis Bartlett Whitehouse IIIPNC InvestmentsBrighthouse Securities, LLC10-04-2017
Gustave Neri CarruthPNC InvestmentsScottrade, Inc.11-04-2016
Henry Albert DarnellPNC InvestmentsWaddell & Reed07-28-2015
Jacob D StengerPNC InvestmentsWaddell & Reed09-12-2017
Jake R PowersPNC InvestmentsChase Investment Services Corp.01-06-2011
Jeffrey Nicholas HemsathPNC InvestmentsLegend Equities Corporation05-12-2015
Jennifer M HoneycuttPNC InvestmentsChase Investment Services Corp.01-24-2011
Joel H SellersPNC InvestmentsAXA Advisors, LLC$10011-25-2013
John Benjamin OverfieldPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)04-01-2015
John Joseph MoriartyPNC InvestmentsPruco Securities, LLC.$10012-11-2018
John M AlegnaniPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-07-2010
Jonathan Andrew DanielsPNC InvestmentsMetLife Securities Inc.01-25-2017
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Showing 1 to 25 of 47 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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