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
Aaron M. RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
Agnieszka DomanskiBMO Harris Financial Advisors, Inc.PNC Investments07-19-2017
Alan Alfonso BanuelosMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-23-2018
Alan William BaumanU.S. Bancorp Investments, Inc.PNC Investments11-30-2010
Amelia A. BineyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$10006-12-2017
Andrzej Antoni ChmeniaJ.P. Morgan Securities LLCPNC Investments11-18-2016
Angela Charlene WilliamsWealthquest CorporationPNC Investments01-01-2014
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Anna BouthilletteLPL Financial LLCPNC Investments12-09-2011
Bill FohlmeisterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$50006-12-2017
Brenda Leigh Van HeuleBMO Harris Financial Advisors, Inc.PNC Investments05-02-2014
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Bruce Allen CorsaroFifth Third Securities, Inc.PNC Investments01-14-2015
Christopher Anthony ZajacMercer Allied Company, L.P.PNC Investments03-04-2013
Christopher Michael WursterGoldman Sachs & Co.PNC Investments$10009-10-2012
Christopher Scott DanielsMWA Financial Services Inc.PNC Investments04-23-2013
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
Cory Ann BudnickState Farm VP Management Corp.PNC Investments02-24-2012
Craig R. MilkintFifth Third Securities, Inc.PNC Investments$10009-28-2016
Crystal M. LanceMidwestern Securities Trading Company, LLCPNC Investments01-02-2019
Dale Bruce CostelloCetera Investment Services LLCPNC Investments$10012-10-2015
David Leroy ChildressU.S. Bancorp Investments, Inc.PNC Investments05-18-2018
Dejan AcimovicMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-20-2015
Next Page »

Showing 1 to 25 of 103 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.

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