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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron James RohrbaughLPL Financial LLCFifth Third Securities, Inc.03-14-2012
Ajdin Jakub DropicMML Investors Services, LLCFifth Third Securities, Inc.01-22-2016
Andrew BeardenPNC InvestmentsFifth Third Securities, Inc.06-29-2012
Andrew William KessingerThe Huntington Investment CompanyFifth Third Securities, Inc.$5006-29-2009
Angela Michelle SmethwickWesBanco Securities, Inc.Fifth Third Securities, Inc.11-08-2016
Anthony Paul RahrigU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.07-05-2011
Anthony Ray RuizThe Huntington Investment CompanyFifth Third Securities, Inc.04-23-2015
Anthony Thomas FidelibusThe Huntington Investment CompanyFifth Third Securities, Inc.06-29-2009
August William AllendorfPNC InvestmentsFifth Third Securities, Inc.10-02-2015
Benjamin Carl BrennemanThe Huntington Investment CompanyFifth Third Securities, Inc.04-01-2019
Bradley D. RobertsCUSO Financial Services, L.P.Fifth Third Securities, Inc.10-30-2017
Brent L. RossCUSO Financial Services, L.P.Fifth Third Securities, Inc.$1006-27-2017
Caleb Richard FrankartKey Investment Services LLCFifth Third Securities, Inc.07-01-2015
Catherine Elizabeth CallardJ.J.B. Hilliard, W.L. Lyons, LLCFifth Third Securities, Inc.11-06-2017
Chris Mark DibariPNC InvestmentsFifth Third Securities, Inc.07-11-2011
Christine A. HerbstWesBanco Securities, Inc.Fifth Third Securities, Inc.12-01-2012
Christopher A. BrewerJ.P. Morgan Securities LLCFifth Third Securities, Inc.10-08-2012
Christopher Andrew WysongAmeriprise Financial Services, Inc.Fifth Third Securities, Inc.05-15-2015
Conor Joseph FlanaganMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.04-27-2015
David Frederick PatmannMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.06-01-2017
David Steven Dennerll, James Matthew Hager, Benjamin R. StacyRaymond James & Associates, Inc.Fifth Third Securities, Inc.04-17-2009
Dean RitzVALIC Financial Advisors, Inc.Fifth Third Securities, Inc.$2502-02-2016
Derrick Louis SweeneyPrincipal Securities, Inc.Fifth Third Securities, Inc.05-30-2012
Erica L. AchesonKey Investment Services LLCFifth Third Securities, Inc.08-02-2017
Frank N. CradduckU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.06-21-2012
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Showing 1 to 25 of 81 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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