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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel T. KearnsPNC InvestmentsWells Fargo Clearing Services, LLC01-27-2020
William Edward TownsendPNC InvestmentsVoya Financial Advisors, Inc.12-22-2017
Thomas James BellPNC InvestmentsAbel Noser, LLC.10-20-2017
Marshall Kenneth SteinmannPNC InvestmentsThrivent Investment Management Inc.07-12-2016
Herman J. FehrlePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-28-2016
Mark A. FreedPNC InvestmentsInvestment Centers of America, Inc.01-13-2016
Tiffany O. HooperPNC InvestmentsWells Fargo Clearing Services, LLC08-06-2015
Christopher R. CliffordPNC InvestmentsEdward Jones06-19-2015
William Joel BurkhartPNC InvestmentsWells Fargo Clearing Services, LLC$5005-11-2015
Matthew Taylor LawsPNC InvestmentsMorgan Stanley04-17-2015
Allen Scott Ward Jr.PNC InvestmentsSantander Securities LLC01-23-2015
Donald John DidonatoPNC InvestmentsAmeriprise Financial Services, LLC11-17-2014
Richard Francis KlimptPNC InvestmentsWells Fargo Clearing Services, LLC09-11-2014
Greg Lemont JeffriesPNC InvestmentsINVEST Financial Corporation05-19-2014
Jamin Daniel WilliamsPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2014
Randall GlickPNC InvestmentsHornor, Townsend & Kent, LLC$103-10-2014
Steven Vincent StallonePNC InvestmentsMorgan Stanley01-31-2013
Richard Allan ThompsonPNC InvestmentsScottrade, Inc.07-26-2012
Lorraine Frances HarrodPNC InvestmentsChase Investment Services Corp.02-27-2012
David Vincent VariPNC InvestmentsEdward Jones02-15-2012
Marco Antonio AcevedoPNC InvestmentsMorgan Stanley12-08-2011
Justin Edwin WeiblePNC InvestmentsEdward Jones10-07-2011
Keith Michael Al-ChokhachyPNC InvestmentsMorgan Stanley$1009-29-2011
William Maxwell WolfePNC InvestmentsAXA Advisors, LLC$10011-22-2010
Michelle Lynn TracyPNC InvestmentsMorgan Stanley$15011-08-2010
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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.