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
Corey James CordrayEdward JonesFifth Third Securities, Inc.04-22-2019
Matthew Ryan BrinkmannLPL Financial LLCFifth Third Securities, Inc.02-28-2018
Ivory C. SalmonKey Investment Services LLCFifth Third Securities, Inc.01-26-2018
Christina Beth HitchcockLPL Financial LLCFifth Third Securities, Inc.10-20-2017
Casimer John KrollJ.P. Morgan Securities LLCFifth Third Securities, Inc.08-01-2017
Alan Roger WirgauThe Huntington Investment CompanyFifth Third Securities, Inc.07-20-2017
Christopher D. CamdenKey Investment Services LLCFifth Third Securities, Inc.04-13-2017
Monica Lynn ChicoJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-03-2017
Kevin Mark ReedPackerland Brokerage Services, Inc.Fifth Third Securities, Inc.08-01-2016
John Anthony VaughnPNC InvestmentsFifth Third Securities, Inc.06-10-2016
Lisa Ann MurrayLPL Financial LLCFifth Third Securities, Inc.04-22-2016
Daniel Paul DevineLPL Financial LLCFifth Third Securities, Inc.04-11-2016
Michael Douglas McMorrisJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-15-2015
Brian Alan NussbaumWells Fargo Clearing Services, LLCFifth Third Securities, Inc.12-08-2015
Steven Todd HendersonJ.P. Morgan Securities LLCFifth Third Securities, Inc.10-23-2015
Kimberly Annette HughesWells Fargo Advisors Financial Network, LLCFifth Third Securities, Inc.03-13-2015
Matthew Jason SiglerAvalon Wealth Advisory, Inc.Fifth Third Securities, Inc.12-16-2014
Michael Barrett StoltePNC InvestmentsFifth Third Securities, Inc.12-05-2014
Giuseppe PannaraleLPL Financial LLCFifth Third Securities, Inc.09-22-2014
Robert K. DhooreJ.P. Morgan Securities LLCFifth Third Securities, Inc.06-11-2014
Gregory Scott LuttermanThe Huntington Investment CompanyFifth Third Securities, Inc.02-27-2014
John Anthony BallewAllstate Financial Services, LLCFifth Third Securities, Inc.01-15-2014
Bradley Allen WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.06-28-2013
Kenneth Herman Burr Jr.Key Investment Services LLCFifth Third Securities, Inc.06-18-2012
Melissa Ann AcherCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.09-16-2009
Next Page »

Showing 1 to 25 of 28 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.