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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John RandallPNC InvestmentsEdward Jones10-23-2019
Jeremy HolsteinPNC InvestmentsEdward Jones11-13-2017
Jeffrey Lynn ChioPNC InvestmentsEdward Jones04-04-2013
Keith Michael RuxerPNC InvestmentsEdward Jones12-10-2012
Kevin Dwayne MartinPNC InvestmentsEdward Jones08-02-2010
Ryan Christopher KnottsPNC InvestmentsEdward Jones$2502-03-2011
Peter KamelPNC InvestmentsEdward Jones$15004-03-2018
Matthew Allen RuhlPNC InvestmentsEdward Jones$15007-15-2015
Amy Lynn MillerPNC InvestmentsEdward Jones$15010-27-2014

Showing 1 to 9 of 9 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.