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
Aaron AdcockFirst Allied Securities, Inc.Chase Investment Services Corp.$50001-16-2012
Aaron Scott RheaumeThe Huntington Investment CompanyChase Investment Services Corp.07-24-2012
Alan Roger WirgauPNC InvestmentsChase Investment Services Corp.04-04-2011
Amanda Kay ShepardPNC InvestmentsChase Investment Services Corp.09-27-2012
Amy Helene BlumerEdward JonesChase Investment Services Corp.$25005-19-2011
Annie Marie KruzelThe Huntington Investment CompanyChase Investment Services Corp.04-23-2010
Benjamin Robert BurbedgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedChase Investment Services Corp.$50008-21-2009
Bradley Morris BinderThe Huntington Investment CompanyChase Investment Services Corp.08-28-2012
Brandon S WilliamsonFifth Third Securities, Inc.Chase Investment Services Corp.03-24-2009
Brian David BurrellThe Huntington Investment CompanyChase Investment Services Corp.12-11-2009
Cassaundra Jolene KesterkePNC InvestmentsChase Investment Services Corp.11-28-2011
Chad M WhitlowKey Investment Services LLCChase Investment Services Corp.08-02-2010
Christina Ann ThompsonLincoln Financial Advisors CorporationChase Investment Services Corp.12-19-2011
Christopher D CamdenFifth Third Securities, Inc.Chase Investment Services Corp.09-22-2010
Christopher Lee BlancettVALIC Financial Advisors, Inc.Chase Investment Services Corp.09-03-2010
Christopher LutzPNC InvestmentsChase Investment Services Corp.$50012-02-2010
Courtney L MurphyAmeriprise Financial Services, Inc.Chase Investment Services Corp.$25003-23-2012
David Alan HornWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Chase Investment Services Corp.03-29-2012
David Allen CouncilFifth Third Securities, Inc.Chase Investment Services Corp.$50008-31-2009
David W. PadgettNorthwestern Mutual Investment Services, LLCChase Investment Services Corp.$50009-04-2012
Dawn Marie HoffmeyerThe Huntington Investment CompanyChase Investment Services Corp.10-30-2012
Deborah Anne HansonBerthel, Fisher & Company Financial Services, Inc.Chase Investment Services Corp.12-09-2011
James Joseph DupireThe Huntington Investment CompanyChase Investment Services Corp.12-02-2010
Jessica RiosPNC InvestmentsChase Investment Services Corp.08-01-2012
John H Foxworthy IIPhillips FinancialChase Investment Services Corp.04-27-2010
Next Page »

Showing 1 to 25 of 52 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.


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