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
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Talie Lynn DuplainThe Huntington Investment CompanyPNC Investments08-01-2018
John Kelly SchaeferThe Huntington Investment CompanyPNC Investments$10003-05-2018
Jorge Ivan Seda RiveraThe Huntington Investment CompanyPNC Investments12-15-2017
Thomas Joseph O'Reilly Jr.The Huntington Investment CompanyPNC Investments$2511-13-2017
Lynne RolfeThe Huntington Investment CompanyPNC Investments10-23-2017
Terry Allen BonnettThe Huntington Investment CompanyPNC Investments$10006-29-2017
Jeffrey MeighenThe Huntington Investment CompanyPNC Investments06-13-2017
Robert Alan StockoskiThe Huntington Investment CompanyPNC Investments05-31-2017
Kathryn L. SmithThe Huntington Investment CompanyPNC Investments04-27-2017
Katrina Louise RussoThe Huntington Investment CompanyPNC Investments04-26-2017
Christopher Jordan RennertThe Huntington Investment CompanyPNC Investments10-31-2016
Marissa Cabel VandenbergThe Huntington Investment CompanyPNC Investments07-22-2016
Jay Charles DiasThe Huntington Investment CompanyPNC Investments07-15-2016
Christopher Fernando LabradorThe Huntington Investment CompanyPNC Investments06-10-2016
Daniel Josef MellThe Huntington Investment CompanyPNC Investments$5005-31-2016
Brian S AdamsThe Huntington Investment CompanyPNC Investments05-12-2016
Ryan Michael GreenhillThe Huntington Investment CompanyPNC Investments09-25-2015
Joshua Ryan PowellThe Huntington Investment CompanyPNC Investments09-17-2015
Larry Todd WeberThe Huntington Investment CompanyPNC Investments$1007-14-2015
Hank Burdel KnowltonThe Huntington Investment CompanyPNC Investments04-22-2015
James Franklin HillThe Huntington Investment CompanyPNC Investments03-26-2015
Melissa Ann CunninghamThe Huntington Investment CompanyPNC Investments03-17-2015
Arend Donn HuiskenThe Huntington Investment CompanyPNC Investments12-10-2014
Joseph Michael KuzmankoThe Huntington Investment CompanyPNC Investments11-25-2014
Next Page »

Showing 1 to 25 of 50 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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