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
Michael McGriffU.S. Bancorp Investments, Inc.BB&T Investment Services, Inc.08-31-2016
Amanda Wells SchmutteU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-07-2009
Phillip Lee HylandU.S. Bancorp Investments, Inc.Edward Jones09-21-2017
Maxito Pierre IsenhowerU.S. Bancorp Investments, Inc.Edward Jones$1001-28-2016
Regina Gail Parsley-ByrdU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC11-29-2010
Ann Page BeardU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC11-29-2010
Jonathan M. EschanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$15006-01-2018
John Chih HuangU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-16-2018
Lunora Ruth HillU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-08-2014
Jeffrey Lyle BlackburnU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-25-2014
Ladeanna R. DamronU.S. Bancorp Investments, Inc.MetLife Securities Inc.04-30-2014
Sarah B. Snowden GibbonsU.S. Bancorp Investments, Inc.PNC Investments04-17-2018
Scott Lee AmicoU.S. Bancorp Investments, Inc.PNC Investments$2503-29-2016
Lisa Pearl BrittU.S. Bancorp Investments, Inc.PNC Investments08-31-2012
Jimmy P. JohnsonU.S. Bancorp Investments, Inc.TIAA-CREF Individual & Institutional Services, LLC06-25-2018
John Benedict JamesonU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC08-29-2016

Showing 1 to 16 of 16 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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