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
Zachary J. WildEdward JonesPNC Investments03-08-2016
Vincent Ray WallaceEdward JonesPNC Investments12-09-2013
Sharlee Nicole ZalewskiEdward JonesPNC Investments03-02-2018
Scott Patrick ReedEdward JonesPNC Investments08-10-2015
Robert Raymond ThomasEdward JonesPNC Investments$20002-27-2012
Robert Anthony HallEdward JonesPNC Investments12-14-2009
Philip E. YockeyU.S. Bancorp Investments, Inc.PNC Investments09-20-2013
Natalie Elaine HollandState Farm VP Management Corp.PNC Investments03-21-2014
Mark Alan CaseltonRaymond James & Associates, Inc.PNC Investments05-28-2010
Marc Robert ParsonWells Fargo Clearing Services, LLCPNC Investments10-29-2012
Justin M. HitzfeldtTD Ameritrade Investment Management, LLCPNC Investments04-10-2017
Joshua Darrell CarterEdward JonesPNC Investments$15001-24-2018
Joseph Richard SutterWells Fargo Clearing Services, LLCPNC Investments04-15-2016
Jonathan Raymond HowsonEdward JonesPNC Investments05-08-2017
Jeremy Wade PaytonEdward JonesPNC Investments05-08-2017
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Dimitar N. MushkovCetera Investment Services LLCPNC Investments04-26-2017
Daniel Reed PowellEdward JonesPNC Investments05-30-2017
Daniel P. StavridesCetera Investment Services LLCPNC Investments12-16-2014
Crystal Sage BarkerEdward JonesPNC Investments$1005-18-2018
Ben L Lane Ellerbe Jr.U.S. Bancorp Investments, Inc.PNC Investments12-20-2017
Anthony Jason BayonaEdward JonesPNC Investments04-07-2014
Adam HopperEdward JonesPNC Investments05-09-2016

Showing 1 to 23 of 23 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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