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
Steven David ValePNC InvestmentsFirstMerit Financial Services, Inc10-01-2013
Andrew Lee ArehartLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Angel Denise KimmelLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Anita Maria AdamsLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Brian M NovotnyLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Brian Thomas MaherLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Charles Carl Scrattish Jr.LPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Charles Edwin KerrLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Christopher Allen PuhalskyLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Craig Dayton CouchLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
David Andrew JacksonLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
David Samuel LockmanLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Gregory T ShepkaLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Henry Leigh GerstenbergerLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Jeffrey David MucciaroneLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
John William WirtzLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Joshua C StrouseLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Kevin A. MeekLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Kevin Alexander HackLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Kevin R MontgomeryLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Lauri Ann SchmidtLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Matthew Paul OgdenLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Michael Gene RobinsonLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Nickolas Magora Jr.LPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Scott Edward OmalleyLPL Financial LLCFirstMerit Financial Services, Inc09-18-2013
Next Page »

Showing 1 to 25 of 41 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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