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
Patrick Ryan RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Jeffery Noel SpanglerLPL Financial LLCPNC Investments06-01-2018
Stefanie Ann ScarpU.S. Bancorp Investments, Inc.PNC Investments05-01-2018
Jorge Ivan Seda RiveraThe Huntington Investment CompanyPNC Investments12-15-2017
Tony Dean AllenMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-28-2017
Robert P HaugFifth Third Securities, Inc.PNC Investments07-06-2017
Gregory Edward Robert HjelmMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-13-2017
Amelia A BineyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$106-12-2017
Bill FohlmeisterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-12-2017
Denise AzizianCitigroup Global Markets Inc.PNC Investments06-05-2017
Patrick Michael HagertyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-03-2017
Gustavo A SanchezLPL Financial LLCPNC Investments05-01-2017
Evan Daniel SchererJ.P. Morgan Securities LLCPNC Investments$1003-09-2017
Jared Matthew GunnJ.P. Morgan Securities LLCPNC Investments01-05-2017
Todd A StecTD Ameritrade Investment Management, LLCPNC Investments12-01-2016
Andrzej Antoni ChmeniaJ.P. Morgan Securities LLCPNC Investments11-18-2016
Craig R MilkintFifth Third Securities, Inc.PNC Investments$109-28-2016
Daniel Matthew MooreStrategic Advisers LLCPNC Investments09-27-2016
Cody William DonatiStrategic Advisers LLCPNC Investments07-22-2016
Brian Mitchell MurpheyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-01-2016
Gerran James BatterberryTD Ameritrade Investment Management, LLCPNC Investments05-25-2016
David Norris PolhillStrategic Advisers LLCPNC Investments05-24-2016
Sean Michael YoungJMG Financial Group Ltd.PNC Investments03-31-2016
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Showing 1 to 25 of 87 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.


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