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
Daniel Paul OdonnellPNC InvestmentsAllstate Financial Services, LLC01-14-2010
Andrew Jacob TysonPNC InvestmentsAmeriprise Financial Services, Inc.08-03-2009
Karen Lee KursarPNC InvestmentsAmeriprise Financial Services, Inc.07-27-2009
Jonathan George HaabPNC InvestmentsAXA Advisors, LLC09-24-2015
Chad R. LossiePNC InvestmentsAXA Advisors, LLC08-27-2013
Bryan Douglas BougherPNC InvestmentsBNY Mellon Securities Corporation05-16-2014
Brian Donald MerktPNC InvestmentsBNY Mellon Securities Corporation09-24-2012
Joseph Paul DinicolaPNC InvestmentsChase Investment Services Corp.07-26-2010
Rebekah Suzanne KigerPNC InvestmentsCitizens Securities, Inc.$2412-01-2017
Michael John Trpcic IIIPNC InvestmentsCitizens Securities, Inc.06-13-2016
Johnpaul Paul BradleyPNC InvestmentsCitizens Securities, Inc.06-16-2015
Meghan Leigh StonePNC InvestmentsCitizens Securities, Inc.02-26-2015
Jason Edward KobilkaPNC InvestmentsCitizens Securities, Inc.02-25-2010
Michael James KennedyPNC InvestmentsCitizens Securities, Inc.01-05-2009
Nathan Lee GlaserPNC InvestmentsCommonwealth Financial Network07-09-2012
Joshua Ryan LoaneyPNC InvestmentsEdward Jones08-04-2017
Stephen Thomas HadadPNC InvestmentsEdward Jones03-09-2015
Mark Jonathan AmentPNC InvestmentsEdward Jones12-04-2009
Kevin Rolf DaeschnerPNC InvestmentsFragasso Financial Advisors08-30-2010
Kristen Anne EhringerPNC InvestmentsHefren-Tillotson, Inc.03-14-2016
Stephanie Lynn CondePNC InvestmentsInfinex Investments, Inc.02-24-2016
John Carroll McGowanPNC InvestmentsINVEST Financial Corporation06-24-2013
Jessica L. KiserPNC InvestmentsLPL Financial LLC07-09-2012
Robert Michael BurnsPNC InvestmentsLPL Financial LLC07-25-2011
Eric Paul RoesslerPNC InvestmentsLPL Financial LLC$5004-05-2010
Next Page »

Showing 1 to 25 of 81 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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