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
Bryn A. MalagonKey Investment Services LLCNorthwestern Mutual Investment Services, LLC03-12-2018
Brian Anthony WujcikKey Investment Services LLCThe Huntington Investment Company09-14-2017
David Michael PryorKey Investment Services LLCFifth Third Securities, Inc.06-21-2017
Christopher D CamdenKey Investment Services LLCFifth Third Securities, Inc.04-13-2017
Shawn David WhitcraftKey Investment Services LLCCetera Investment Services LLC10-03-2016
Christopher Daniel MerrillKey Investment Services LLCThe Huntington Investment Company09-19-2016
Mitchell Grant MckinneyKey Investment Services LLCJ.P. Morgan Securities LLC08-09-2016
Matthew Michael Christofer JonesKey Investment Services LLCPruco Securities, LLC.06-17-2016
Michael Edward BlauveltKey Investment Services LLCCetera Investment Services LLC04-28-2016
Ryan David ElliottKey Investment Services LLCJ.P. Morgan Securities LLC04-05-2016
Jennifer M HoneycuttKey Investment Services LLCJ.P. Morgan Securities LLC10-26-2015
Jacob Dennis VandalenKey Investment Services LLCPNC Investments09-04-2015
Kevin Scott MassaKey Investment Services LLCEdward Jones05-19-2015
Ryan Winston McnamaraKey Investment Services LLCJ.P. Morgan Securities LLC02-17-2015
Matthew Scott HuberKey Investment Services LLCCharles Schwab & Co., Inc.12-15-2014
James Anthony Lawson Jr.Key Investment Services LLCJ.P. Morgan Securities LLC10-13-2014
Laura Holly Rozek-DillKey Investment Services LLCThe Huntington Investment Company09-11-2014
STEPHANIE L RUSSELLKey Investment Services LLCThe Huntington Investment Company08-05-2014
Richard Jeffrey RidenourKey Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-12-2012
Kenneth Herman Burr Jr.Key Investment Services LLCFifth Third Securities, Inc.06-18-2012
Chad M WhitlowKey Investment Services LLCChase Investment Services Corp.08-02-2010
Deanna Nicole DixonKey Investment Services LLCPNC Investments07-14-2010
Ralph Joseph MartinezKey Investment Services LLCChase Investment Services Corp.05-19-2010
Jeffrey David OlbinaKey Investment Services LLCM&I Financial Advisors, Inc.02-16-2010
Anthony Ray TucherKey Investment Services LLCWells Fargo Clearing Services, LLC09-03-2009
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Showing 1 to 25 of 27 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.

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