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
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Crystal Sage BarkerEdward JonesPNC Investments$1005-18-2018
Sharlee Nicole ZalewskiEdward JonesPNC Investments$103-02-2018
Joshua Darrell CarterEdward JonesPNC Investments$15001-24-2018
Robert Ewusie AnkumaEdward JonesPNC Investments06-20-2017
Daniel Reed PowellEdward JonesPNC Investments05-30-2017
Jeremy Wade PaytonEdward JonesPNC Investments05-08-2017
Jonathan Raymond HowsonEdward JonesPNC Investments05-08-2017
Jon-Paul Adam BrownLPL Financial LLCPNC Investments04-27-2017
Dimitar Nikolaev MushkovCetera Investment Services LLCPNC Investments$104-26-2017
Justin Michael HitzfeldtTD Ameritrade Investment Management, LLCPNC Investments04-10-2017
Rebecca Marie SteinlageMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-02-2016
Adam T HopperEdward JonesPNC Investments05-09-2016
Joseph Richard SutterWells Fargo Clearing Services, LLCPNC Investments04-15-2016
Zachary J. WildEdward JonesPNC Investments$15003-08-2016
Patrick Lawless TooheyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-10-2015
Stephen C DolanMARINER WEALTH ADVISORSPNC Investments11-05-2015
Jason Jeremy FoxEdward JonesPNC Investments10-05-2015
Scott Patrick ReedEdward JonesPNC Investments$15008-10-2015
Quy Dinh HuynhFifth Third Securities, Inc.PNC Investments04-02-2015
Daniel P StavridesCetera Investment Services LLCPNC Investments12-16-2014
Todd Joseph EwaldFifth Third Securities, Inc.PNC Investments08-11-2014
Jerry Lynn DunivanFifth Third Securities, Inc.PNC Investments07-09-2014
Ryan Adam OsbornFifth Third Securities, Inc.PNC Investments07-09-2014
Anthony Jason BayonaEdward JonesPNC Investments$15004-07-2014
Next Page »

Showing 1 to 25 of 44 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.


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