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
Aaron M RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
Agnieszka DomanskiBMO Harris Financial Advisors, Inc.PNC Investments07-19-2017
Alexander J TabbJ.P. Morgan Securities LLCPNC Investments06-19-2015
Amelia A BineyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-12-2017
Angela Charlene WilliamsWealthquest CorporationPNC Investments01-01-2014
Brian R RapackiTIAA-CREF Individual & Institutional Services, LLCPNC Investments10-29-2015
Christopher Anthony ZajacMercer Allied Company, L.P.PNC Investments03-04-2013
Christopher StoecklinFifth Third Securities, Inc.PNC Investments04-04-2014
Cody John BehrensCountry Capital Management CompanyPNC Investments05-03-2019
Corey John HausenBMO Harris Financial Advisors, Inc.PNC Investments06-19-2017
Craig R MilkintFifth Third Securities, Inc.PNC Investments09-28-2016
Daniel J LarsonJ.P. Morgan Securities LLCPNC Investments12-10-2014
Daniel Matthew MooreFidelity Brokerage Services LLCPNC Investments09-22-2016
Danka DurkiewiczFifth Third Securities, Inc.PNC Investments05-07-2020
David J ByarsJ.P. Morgan Securities LLCPNC Investments01-07-2015
David Leroy ChildressU.S. Bancorp Investments, Inc.PNC Investments05-18-2018
David Norris PolhillFidelity Brokerage Services LLCPNC Investments04-27-2016
Eddie R TolbertNorthwestern Mutual Investment Services, LLCPNC Investments11-16-2018
Eduardo ValdesTLG Advisors, Inc.PNC Investments10-03-2018
Elias James MellulJ.P. Morgan Securities LLCPNC Investments02-14-2020
Eric BoksaJ.P. Morgan Securities LLCPNC Investments02-27-2018
Evan D SchererJ.P. Morgan Securities LLCPNC Investments03-09-2017
Frank J Kumkoski SrCharles Schwab & Co., Inc.PNC Investments01-03-2017
Glenn Alan AldridgeTD Ameritrade, Inc.PNC Investments02-13-2019
Gregory Edward HjelmMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-13-2017
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.