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
Russell Anthony KucheraPNC InvestmentsRaymond James Financial Services, Inc.$10002-01-2009
Christopher Champion SpellmanWilmington Brokerage Services CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2009
Phillip G FarmerUBS Financial Services Inc.Morgan Stanley & Co. LLC$10002-17-2009
Jared Andrew CrouseUBS Financial Services Inc.Morgan Stanley & Co. LLC$10002-17-2009
Barry Walter Yerger Jr.FCG Advisors, LLCJesup & Lamont Securities Corp$50003-03-2009
Michael Raymond SchoenleberRaymond James Financial Services, Inc.PNC Investments03-24-2009
Michael Scott GibsonMetLife Securities Inc.Citizens Securities, Inc.03-30-2009
Lisa M. LamarcheMilestone Wealth Advisors, Inc.Investment Management & Planning LLC04-01-2009
WILLIAM J WAHL IIIHornor, Townsend & Kent, LLCEdward Jones$10004-06-2009
Steven Elliot CooperMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC$10004-30-2009
Granville Trey E HastingsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC$50004-30-2009
Eric Wilson MooreMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC04-30-2009
John Thomas DelaneySecurian Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-01-2009
Michael Scott GibsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)MetLife Securities Inc.$13605-04-2009
Timothy James BreslinH&R Block Financial Advisors, Inc.Janney Montgomery Scott LLC$50005-08-2009
Sharon Lynn HobaughWilmington Brokerage Services CompanyAmeriprise Financial Services, Inc.05-18-2009
Jeremy Adam LambertMorgan StanleyWaddell & Reed$50007-09-2009
Jason Daniel DevlinCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-13-2009
Lori Ann EarleyZiv Investment CompanyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50007-27-2009
John Thomas Fitzpatrick Jr.Ziv Investment CompanyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-27-2009
Gina Louise VaughnPNC InvestmentsCUNA Brokerage Services, Inc.09-14-2009
Kim Winkelman LovettLovett AdvisorsUBS Financial Services Inc.09-21-2009
Paul Laurence MillerLongview Capital Management LLCEvolve Securities, Inc.11-01-2009
Regina Emily ManciniLPL Financial LLCPNC Investments$10012-08-2009
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Showing 1 to 25 of 468 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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