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
Annie Marie KruzelThe Huntington Investment CompanyChase Investment Services Corp.04-23-2010
Douglas Swain MiltenbergerThe Huntington Investment CompanyPNC Investments05-12-2010
Brett Alan BrooksThe Huntington Investment CompanyEdward Jones08-30-2010
Melissa Jean BehrmanThe Huntington Investment CompanyChase Investment Services Corp.$2501-03-2011
Dawn Marie HoffmeyerThe Huntington Investment CompanyChase Investment Services Corp.10-30-2012
Gregory Scott LuttermanThe Huntington Investment CompanyFifth Third Securities, Inc.02-27-2014
John Andrew O'BrienThe Huntington Investment CompanyNational Planning Corporation05-20-2014
Richard Charles HinesleyThe Huntington Investment CompanyPNC Investments$1009-19-2014
Jill Lynn MinknerThe Huntington Investment CompanyJ.P. Morgan Securities LLC10-30-2014
Robert Joseph MaherThe Huntington Investment CompanyU.S. Sterling Securities, Inc.$5005-29-2015
Jennifer Marie SmithThe Huntington Investment CompanyCetera Investment Services LLC12-04-2015
Michael Todd GustafsonThe Huntington Investment CompanyCharles Schwab & Co., Inc.04-19-2017
Alan Roger WirgauThe Huntington Investment CompanyFifth Third Securities, Inc.07-20-2017

Showing 1 to 13 of 13 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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