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
John RandallPNC InvestmentsEdward Jones10-23-2019
Jacob D KinsleyPNC InvestmentsEdward Jones09-17-2019
Peter KamelPNC InvestmentsEdward Jones$15004-03-2018
Jeremy HolsteinPNC InvestmentsEdward Jones11-13-2017
Donald Edward Harper Sr.PNC InvestmentsEdward Jones11-16-2016
Kevin C. GalbraithPNC InvestmentsEdward Jones09-23-2016
Joseph Thomas LowePNC InvestmentsEdward Jones08-05-2016
Zachary ShepardPNC InvestmentsEdward Jones07-06-2016
Matthew Allen RuhlPNC InvestmentsEdward Jones07-15-2015
Mark Chesley SvensonPNC InvestmentsEdward Jones05-28-2015
Amy Lynn MillerPNC InvestmentsEdward Jones10-27-2014
Daniel Jon NewmanPNC InvestmentsEdward Jones10-22-2013
Brian Kent FrancisPNC InvestmentsEdward Jones05-16-2013
Jason S. JaversPNC InvestmentsEdward Jones05-06-2013
Ilija DjukicPNC InvestmentsEdward Jones04-29-2013
Jeffrey Lynn ChioPNC InvestmentsEdward Jones04-04-2013
Brian R. ShrevePNC InvestmentsEdward Jones02-14-2013
Keith Michael RuxerPNC InvestmentsEdward Jones12-10-2012
Ryan T. ChamberlinPNC InvestmentsEdward Jones12-03-2012
Trisha Ann ChaneyPNC InvestmentsEdward Jones07-16-2012
Karen Alison MorrisPNC InvestmentsEdward Jones04-11-2012
Albert Andrew YamborPNC InvestmentsEdward Jones11-10-2011
Kevin Joseph JacksonPNC InvestmentsEdward Jones08-11-2011
Ryan C. KnottsPNC InvestmentsEdward Jones02-03-2011
Kevin Dwayne MartinPNC InvestmentsEdward Jones08-02-2010
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.