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
John RandallPNC InvestmentsEdward Jones10-23-2019
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Jason Linizia RiddlePNC InvestmentsThe Huntington Investment Company10-17-2019
Jesse Taylor BurnsPNC InvestmentsJ.P. Morgan Securities LLC10-17-2019
Edmund Michael HughesPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-17-2019
Jacob D KinsleyPNC InvestmentsEdward Jones09-17-2019
Jared Dean RobertsonPNC InvestmentsCharles Schwab & Co., Inc.09-17-2019
Angela ShawPNC InvestmentsJ.P. Morgan Securities LLC$15009-11-2019
George Angelo ThibaultPNC InvestmentsE*TRADE Securities LLC09-03-2019
Marc W JancaPNC InvestmentsJ.P. Morgan Securities LLC$10008-27-2019
Derek Duhon FinneyPNC InvestmentsHefren-Tillotson, Inc.08-19-2019
David Harold GreerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2019
David J. NovakPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2019
Kimberly Ann Dunn-McgrathPNC InvestmentsPark Avenue Securities LLC07-24-2019
Cherie N. CurryPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2019
Robert Joseph YurgalewiczPNC InvestmentsJ.P. Morgan Securities LLC07-01-2019
John Kevin BurtonPNC InvestmentsU.S. Bancorp Investments, Inc.$15006-27-2019
Stephen Donald CampbellPNC InvestmentsPruco Securities, LLC.$10006-04-2019
Brendon John PetersPNC InvestmentsCetera Investment Services LLC$16005-31-2019
James Michael Frado Jr.PNC InvestmentsProEquities, Inc.05-30-2019
Lance Christopher ProvoPNC InvestmentsTIAA-CREF Individual & Institutional Services, LLC$14005-21-2019
David HutherPNC InvestmentsUBS Financial Services Inc.05-20-2019
Heru Tarhaka AsaramoPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-17-2019
Trevon Terrell CooperPNC InvestmentsEdward Jones05-07-2019
Frederick Arvey SavelPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)04-12-2019
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Showing 1 to 25 of 52 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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