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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Bruce BiblerThe Huntington Investment CompanyUBS Financial Services Inc.11-09-2017
Ajay GarlapatiThe Huntington Investment CompanyPNC Investments04-27-2017
Alec C VernonThe Huntington Investment CompanyW&S Brokerage Services, Inc.03-30-2020
Alexander Charles SolteszThe Huntington Investment CompanyPruco Securities, LLC.06-09-2020
Amanda Elizabeth MapesThe Huntington Investment CompanyPruco Securities, LLC.09-21-2017
Amy Rachelle HazelThe Huntington Investment CompanyUnionBanc Investment Services, LLC06-11-2012
Andrew Charles ClemensThe Huntington Investment CompanyNatcity Investments, Inc.09-29-2009
Andrew David ConleyThe Huntington Investment CompanyTIAA-CREF Individual & Institutional Services, LLC11-28-2018
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Andrew L TracyThe Huntington Investment CompanyJ.P. Morgan Securities LLC09-11-2019
Andrew William KessingerThe Huntington Investment CompanyFifth Third Securities, Inc.06-29-2009
Anthony Louis Marlette JrThe Huntington Investment CompanyPNC Investments$15012-07-2018
Anthony Thomas FidelibusThe Huntington Investment CompanyFifth Third Securities, Inc.06-29-2009
Benjamin Carl BrennemanThe Huntington Investment CompanyFifth Third Securities, Inc.04-01-2019
Benjamin D HayesThe Huntington Investment CompanyMorgan Stanley02-08-2017
Benjamin Michael TaylorThe Huntington Investment CompanyEquitable Advisors, LLC08-05-2019
Bradley James FergasonThe Huntington Investment CompanyCitizens Securities, Inc.07-30-2020
Brandon Joseph MillerThe Huntington Investment CompanyFifth Third Securities, Inc.05-26-2015
Brandon M PestThe Huntington Investment CompanyPruco Securities, LLC.01-22-2016
Brandon S EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Brenda L TaylorThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Brett Anthony MeierThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Brett James CypherThe Huntington Investment CompanyKey Investment Services LLC12-22-2017
Brian Dennis PanzoThe Huntington Investment CompanyAdvised Assets Group, LLC$5001-03-2020
Brian Keith AllenThe Huntington Investment CompanyPruco Securities, LLC.03-21-2011
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Showing 1 to 25 of 158 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.