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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christina E. EnninThe Huntington Investment CompanyNatcity Investments, Inc.01-06-2009
Douglas Ryan MagersThe Huntington Investment CompanyFifth Third Securities, Inc.$5001-26-2009
Angelique Lyn DominiqueThe Huntington Investment CompanyFifth Third Securities, Inc.02-26-2009
Steven Lewis WorshamThe Huntington Investment CompanyAmeriprise Financial Services, LLC03-06-2009
Catherine J. DresbachThe Huntington Investment CompanyWells Fargo Clearing Services, LLC03-30-2009
Brian Alan PollockThe Huntington Investment CompanyAmeriprise Financial Services, LLC05-01-2009
Andrew Kaye KlingerThe Huntington Investment CompanyUBS Financial Services Inc.05-27-2009
Scott Wesley SniderThe Huntington Investment CompanyWells Fargo Clearing Services, LLC06-15-2009
Jacob Charles ChalupaThe Huntington Investment CompanyMorgan Stanley06-23-2009
Anthony Thomas FidelibusThe Huntington Investment CompanyFifth Third Securities, Inc.06-29-2009
Andrew William KessingerThe Huntington Investment CompanyFifth Third Securities, Inc.$5006-29-2009
James Patrick Riepenhoff Jr.The Huntington Investment CompanyNatcity Investments, Inc.06-29-2009
Howard James O'Malley IVThe Huntington Investment CompanyNatcity Investments, Inc.06-29-2009
Paul Andrew MuskinThe Huntington Investment CompanyAllstate Financial Advisors, LLC07-02-2009
Phillip Clark LovegroveThe Huntington Investment CompanyFifth Third Securities, Inc.07-30-2009
Andrew Charles ClemensThe Huntington Investment CompanyNatcity Investments, Inc.09-29-2009
Jared Daniel RispintoThe Huntington Investment CompanyNatcity Investments, Inc.$1010-16-2009
Nancy Ruth KitsonThe Huntington Investment CompanyNatcity Investments, Inc.$1010-26-2009
Taffy Lynn LeslieThe Huntington Investment CompanyKey Investment Services LLC11-01-2009
Bryan James CenkyThe Huntington Investment CompanyNatcity Investments, Inc.11-12-2009
Michael William BabbinThe Huntington Investment CompanyPNC Investments12-01-2009
Matthew Scott MelloThe Huntington Investment CompanyMetLife Securities Inc.12-01-2009
Christopher Jason FarmerThe Huntington Investment CompanyFifth Third Securities, Inc.12-07-2009
Philip Jacob Oreh Jr.The Huntington Investment CompanyNew England Securities$1001-28-2010
Sherry Lee MaynardThe Huntington Investment CompanyRBC Capital Markets, LLC$1002-05-2010
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Showing 1 to 25 of 283 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.