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.

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Recruiting Scoreboard (Q4 2020)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul M DaymentEdward JonesPNC Investments06-26-2020
Scott Addison GarrigusFinancial Engines Advisors L.L.C.PNC Investments03-20-2020
Thomas J ScottCetera Investment Services LLCPNC Investments$15006-25-2019
David Wynne MorrisonPeloton Wealth Strategists, Inc.PNC Investments04-11-2019
Karen Quinn WatsonWesBanco Securities, Inc.PNC Investments$15011-16-2018
William C GuisingerCetera Investment Services LLCPNC Investments04-06-2018
Richard Andrew KelnerPruco Securities, LLC.PNC Investments02-14-2018
Jennifer Ann FellerFidelity Brokerage Services LLCPNC Investments07-11-2017
Christopher LutzLPL Financial LLCPNC Investments05-12-2017
Cody William DonatiFidelity Brokerage Services LLCPNC Investments07-12-2016
Krista Dawn ScottJ.P. Morgan Securities LLCPNC Investments07-07-2016
HENRY ALLEN WRIGHT JrCliftonLarsonAllen Wealth Advisors, LLCPNC Investments02-25-2016
Scott P ReedEdward JonesPNC Investments$15008-10-2015
Chad Allan McculloughUBS Financial Services Inc.PNC Investments06-30-2015
Alain Bahram BrownFifth Third Securities, Inc.PNC Investments$1701-06-2015
Adam Zachary TaylorFifth Third Securities, Inc.PNC Investments01-05-2015
Scott D MickeyTIAA-CREF Individual & Institutional Services, LLCPNC Investments10-06-2014
Richard Charles HinesleyThe Huntington Investment CompanyPNC Investments$15009-19-2014
Karen Lynn WolffisWells Fargo Clearing Services, LLCPNC Investments$2507-07-2014
Patricia Rae WynneFifth Third Securities, Inc.PNC Investments$2503-14-2014
Blake Allen HoughtalingOneAmerica Securities, Inc.PNC Investments02-13-2014
Lynnette M MeyerCFD Investments, Inc.PNC Investments11-01-2013
Christopher Todd WilliamsGWFS Equities, Inc.PNC Investments10-09-2013
Elwyn Veazey Hopkins JrKeystone Financial Advisory, LLCPNC Investments04-29-2013
Richard L MossLPL Financial LLCPNC Investments12-16-2011
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Showing 1 to 25 of 32 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.