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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Thomas LowePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2013
Adam P. SmithPNC InvestmentsFifth Third Securities, Inc.06-08-2017
Alan Phillip JesielPNC InvestmentsLPL Financial LLC$17008-14-2017
Amy J. Townsend-VanderpoolPNC InvestmentsChase Investment Services Corp.08-12-2010
Ana Laura Bonilla-SiloacPNC InvestmentsJ.P. Morgan Securities LLC04-16-2014
Andrew C. PsilisPNC InvestmentsMML Investors Services, LLC01-09-2012
Andrew F. ZenoPNC InvestmentsFifth Third Securities, Inc.11-01-2012
Andrew ZunigaPNC InvestmentsJ.P. Morgan Securities LLC01-21-2015
Anthony J. AskerPNC InvestmentsJ.P. Morgan Securities LLC12-17-2012
Anthony Rudy WilliamsPNC InvestmentsEdward Jones04-18-2017
Brian James HarrasPNC InvestmentsHantz Financial Services, Inc.03-26-2014
Brian Patrick ForsPNC InvestmentsFifth Third Securities, Inc.$5010-05-2011
Carolina Adele Di CesarePNC InvestmentsJ.P. Morgan Securities LLC$1012-05-2014
Chad B. SpeziaPNC InvestmentsEdward Jones12-21-2015
Chad Michael MarchantPNC InvestmentsEdward Jones03-01-2015
Christena J. HamadyPNC InvestmentsChase Investment Services Corp.12-20-2010
Christopher Charles WilsonPNC InvestmentsKey Investment Services LLC02-03-2011
Christopher J. BranickPNC InvestmentsScottrade, Inc.05-23-2018
Christopher T. BuzzellPNC InvestmentsJ.P. Morgan Securities LLC08-19-2013
Corey Michael BurtonPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-22-2013
Dace Andrew DekruifPNC InvestmentsCitizens Securities, Inc.12-18-2014
Dace Andrew DekruifPNC InvestmentsChase Investment Services Corp.06-03-2010
Daniel D WludykaPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-05-2013
Daniel P. AtwoodPNC InvestmentsChase Investment Services Corp.01-10-2011
Daniel Scott SenicaPNC InvestmentsHantz Financial Services, Inc.04-19-2012
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Showing 1 to 25 of 127 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.