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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Ross PingulBMO Harris Financial Advisors, Inc.Edward Jones03-30-2020
Shannon Reardon SwanickBMO Harris Financial Advisors, Inc.SunTrust Investment Services, Inc.01-08-2020
Jacob Ryan HernandezBMO Harris Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2019
Arturo RamirezBMO Harris Financial Advisors, Inc.Edward Jones07-05-2019
William B. McKinleyBMO Harris Financial Advisors, Inc.BNY Mellon Securities Corporation06-26-2019
Jill LevinsonBMO Harris Financial Advisors, Inc.The Huntington Investment Company06-05-2019
Michail GournisBMO Harris Financial Advisors, Inc.Citi Private Advisory, LLC03-20-2019
Kristen Elizabeth DealyBMO Harris Financial Advisors, Inc.Morgan Stanley02-12-2019
Janet L. NordquistBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC01-30-2019
John Douglas RalstonBMO Harris Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-24-2019
Tanvi Shirish KhanBMO Harris Financial Advisors, Inc.PNC Investments10-22-2018
Michele A. ManfrediBMO Harris Financial Advisors, Inc.PNC Investments10-19-2018
Tyler HagenBMO Harris Financial Advisors, Inc.Edward Jones09-27-2018
Steven Wayne HarrisonBMO Harris Financial Advisors, Inc.Capital Asset Advisory Services, LLC09-24-2018
Kevin Dwyer JohnsonBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC06-21-2018
Jason Andrew BoleyBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC$15005-01-2018
Jason D AllenBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-09-2018
Robert L Adams IIIBMO Harris Financial Advisors, Inc.The Huntington Investment Company03-06-2018
Scott Alan SmithBMO Harris Financial Advisors, Inc.LPL Financial LLC01-31-2018
John C. EricsonBMO Harris Financial Advisors, Inc.E*TRADE Securities LLC01-05-2018
Tiffany Shea IrvingBMO Harris Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-10-2017
Agnieszka DomanskiBMO Harris Financial Advisors, Inc.PNC Investments07-19-2017
Pedro Jose DagerBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC07-18-2017
Corey John HausenBMO Harris Financial Advisors, Inc.PNC Investments06-19-2017
Nicholas David PacentiBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC06-19-2017
Next Page »

Showing 1 to 25 of 92 entries

Page 1 | 2 | 3 | 4

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.