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
Codi Lee PizerThe Huntington Investment CompanyKey Investment Services LLC03-05-2013
Shannon Rose DevitaThe Huntington Investment CompanyWesBanco Securities, Inc.03-21-2013
Jay Michael SiefkerThe Huntington Investment CompanyEdward Jones09-03-2013
Trisha Ann ChaneyThe Huntington Investment CompanyPNC Investments05-12-2014
Stephen D. GarrettThe Huntington Investment CompanyMorgan Stanley06-13-2014
Ronald Gerald Alessi Jr.The Huntington Investment CompanyTouchstone Securities, Inc.10-08-2014
Samuel Alejandro RamirezThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2014
Elaine K. BorlingThe Huntington Investment CompanyJ.P. Morgan Securities LLC02-06-2015
Mitchell Eric BermanThe Huntington Investment CompanyIndependent Financial Partners03-04-2015
Prasanna MahendraThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-12-2015
Colleen BurgessThe Huntington Investment CompanyWells Fargo Clearing Services, LLC04-10-2015
Anthony Ray RuizThe Huntington Investment CompanyFifth Third Securities, Inc.04-23-2015
Larry Todd WeberThe Huntington Investment CompanyPNC Investments$1007-14-2015
Stephen P. ZellerThe Huntington Investment CompanyCitigroup Global Markets Inc.08-10-2015
Jessica Leigh RuckmanThe Huntington Investment CompanyCetera Investment Services LLC11-12-2015
Kevin Frederick DavisThe Huntington Investment CompanyKey Investment Services LLC01-05-2016
Brandon M. PestThe Huntington Investment CompanyPruco Securities, LLC.01-22-2016
Marc Michael FroebelThe Huntington Investment CompanyAmeriprise Financial Services, Inc.03-22-2016
Brian S. AdamsThe Huntington Investment CompanyPNC Investments05-12-2016
Joseph M. WulfeckThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.05-26-2016
Daniel Josef MellThe Huntington Investment CompanyPNC Investments$5005-31-2016
Christine Lynn AsbachThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.06-14-2016
Carrie Ann AdamskiThe Huntington Investment CompanyCetera Advisors LLC$1007-18-2016
Callie J. WilderThe Huntington Investment CompanyKey Investment Services LLC01-12-2017
Lauri Ann SchmidtThe Huntington Investment CompanyLPL Financial LLC02-01-2017
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Showing 26 to 50 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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