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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Recruiting Scoreboard (Q4 2020)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tanvi Shirish KhanBMO Harris Financial Advisors, Inc.PNC Investments10-22-2018
Michele A ManfrediBMO Harris Financial Advisors, Inc.PNC Investments10-19-2018
Agnieszka DomanskiBMO Harris Financial Advisors, Inc.PNC Investments07-19-2017
Corey John HausenBMO Harris Financial Advisors, Inc.PNC Investments06-19-2017
Grzegorz A SzymczakBMO Harris Financial Advisors, Inc.PNC Investments12-06-2016
Frank J Kumkoski SrCharles Schwab & Co., Inc.PNC Investments01-03-2017
Thomas Edward ErffmeyerCharles Schwab & Co., Inc.PNC Investments$15003-15-2016
Troy Eugene GrospitzCharles Schwab & Co., Inc.PNC Investments08-05-2015
Vincenzo D CiroliaCitigroup Global Markets Inc.PNC Investments03-05-2018
Heather Anne GottfriedCitigroup Global Markets Inc.PNC Investments$15006-08-2017
Julian Ross EinfrankCliftonLarsonAllen Wealth Advisors, LLCPNC Investments11-17-2016
Cody John BehrensCountry Capital Management CompanyPNC Investments05-03-2019
Kristofer G GoergenCountry Capital Management CompanyPNC Investments04-20-2011
Daniel Matthew MooreFidelity Brokerage Services LLCPNC Investments09-22-2016
David Norris PolhillFidelity Brokerage Services LLCPNC Investments04-27-2016
Danka DurkiewiczFifth Third Securities, Inc.PNC Investments05-07-2020
Mirko ReithoferFifth Third Securities, Inc.PNC Investments11-08-2018
Nancy Carole NovakFifth Third Securities, Inc.PNC Investments$2510-26-2017
Craig R MilkintFifth Third Securities, Inc.PNC Investments09-28-2016
Sarah Raj LallFifth Third Securities, Inc.PNC Investments08-21-2014
Kristie Joelle CurtissFifth Third Securities, Inc.PNC Investments04-04-2014
Christopher StoecklinFifth Third Securities, Inc.PNC Investments04-04-2014
John D GedwillFifth Third Securities, Inc.PNC Investments06-21-2011
Elias James MellulJ.P. Morgan Securities LLCPNC Investments02-14-2020
Eric BoksaJ.P. Morgan Securities LLCPNC Investments02-27-2018
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Showing 1 to 25 of 62 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.