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
David Wynne MorrisonPeloton Wealth Strategists, Inc.PNC Investments04-11-2019
Katrina Marie GeisAmeriprise Financial Services, Inc.PNC Investments07-06-2018
Richard Andrew KelnerPruco Securities, LLC.PNC Investments02-14-2018
Christopher Neal LutzLPL Financial LLCPNC Investments05-12-2017
Henry Allen Wright Jr.CliftonLarsonAllen Wealth Advisors, LLCPNC Investments02-25-2016
Chad A. McCulloughUBS Financial Services Inc.PNC Investments$7506-30-2015
Alain Bahram BrownFifth Third Securities, Inc.PNC Investments$1001-06-2015
John Joseph KlossAllstate Financial Services, LLCPNC Investments01-05-2015
Adam Zachary TaylorFifth Third Securities, Inc.PNC Investments01-05-2015
Richard Charles HinesleyThe Huntington Investment CompanyPNC Investments$1009-19-2014
Christopher Todd WilliamsGWFS Equities, Inc.PNC Investments10-09-2013
Elwyn Veazey Hopkins Jr.Keystone Financial Advisory, LLCPNC Investments04-29-2013
Richard L. MossLPL Financial LLCPNC Investments12-16-2011
Rebecca Ann BerryWells Fargo Clearing Services, LLCPNC Investments10-25-2011
Steven Wayne HullVALIC Financial Advisors, Inc.PNC Investments08-29-2011
Peter David McDonaldAXA Advisors, LLCPNC Investments08-22-2011
Jennifer Lyn JacobsonWells Fargo Clearing Services, LLCPNC Investments07-29-2011
Lisa Elaine BennettFifth Third Securities, Inc.PNC Investments09-01-2010
Douglas Swain MiltenbergerThe Huntington Investment CompanyPNC Investments05-12-2010
Lisa Dawn RaderstorfCFD Investments, Inc.PNC Investments01-04-2010

Showing 1 to 20 of 20 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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