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
Marc Michael FroebelThe Huntington Investment CompanyAmeriprise Financial Services, Inc.03-22-2016
Steven Lewis WorshamThe Huntington Investment CompanyAmeriprise Financial Services, Inc.03-06-2009
Carrie Ann AdamskiThe Huntington Investment CompanyCetera Advisors LLC$1007-18-2016
Christopher T. CastoThe Huntington Investment CompanyCetera Investment Services LLC04-04-2019
Jessica Leigh RuckmanThe Huntington Investment CompanyCetera Investment Services LLC11-12-2015
David T. FarragherThe Huntington Investment CompanyChase Investment Services Corp.02-28-2012
Cindy J. BishopThe Huntington Investment CompanyChase Investment Services Corp.02-25-2011
Stephen P. ZellerThe Huntington Investment CompanyCitigroup Global Markets Inc.08-10-2015
William R. JirousekThe Huntington Investment CompanyCitizens Securities, Inc.04-16-2018
Michael Maxwell McDowellThe Huntington Investment CompanyCommonwealth Financial Network02-03-2011
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Hayward T. EvansThe Huntington Investment CompanyEdward Jones10-12-2017
Jay Michael SiefkerThe Huntington Investment CompanyEdward Jones09-03-2013
Benjamin Carl BrennemanThe Huntington Investment CompanyFifth Third Securities, Inc.04-01-2019
Kirk Gregory BrownThe Huntington Investment CompanyFifth Third Securities, Inc.01-03-2019
Jean Marie HorstingThe Huntington Investment CompanyFifth Third Securities, Inc.12-19-2017
Robert M. PollettaThe Huntington Investment CompanyFifth Third Securities, Inc.04-24-2017
Anthony Ray RuizThe Huntington Investment CompanyFifth Third Securities, Inc.04-23-2015
Joseph Frank WasikThe Huntington Investment CompanyFifth Third Securities, Inc.12-09-2010
Andrew William KessingerThe Huntington Investment CompanyFifth Third Securities, Inc.$5006-29-2009
Anthony Thomas FidelibusThe Huntington Investment CompanyFifth Third Securities, Inc.06-29-2009
Christopher John LabbeThe Huntington Investment CompanyFirstMerit Financial Services, Inc05-13-2010
Mitchell Eric BermanThe Huntington Investment CompanyIndependent Financial Partners03-04-2015
Tracy R. OsborneThe Huntington Investment CompanyInfinex Investments, Inc.10-22-2018
Natasha MalkinThe Huntington Investment CompanyJ.P. Morgan Securities LLC05-31-2019
Next Page »

Showing 1 to 25 of 97 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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