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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jean-Claude Mansanga NdongoLPL Financial LLCKey Investment Services LLC02-25-2019
James Joseph MarcusLPL Financial LLCKey Investment Services LLC$5011-30-2018
Jeanette Anne BrinkleyAmeriprise Financial Services, Inc.Key Investment Services LLC09-07-2018
Nathan David EberlyMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC07-11-2018
Matthew B LavelleThe Huntington Investment CompanyKey Investment Services LLC06-01-2018
Matthew Glen MartinFifth Third Securities, Inc.Key Investment Services LLC05-30-2018
Craig Allan Welch Jr.ValMark Securities, Inc.Key Investment Services LLC$1604-09-2018
Brett James CypherThe Huntington Investment CompanyKey Investment Services LLC12-22-2017
Robert Charles MarkovichLPL Financial LLCKey Investment Services LLC12-20-2017
Aaron Bradley CurryThe Huntington Investment CompanyKey Investment Services LLC12-19-2017
Jerelyn Lee PrasserPNC InvestmentsKey Investment Services LLC08-03-2017
Jennifer L WebbLPL Financial LLCKey Investment Services LLC06-21-2017
Joshua Ryan WagnerCetera Investment Services LLCKey Investment Services LLC05-25-2017
Joseph D FreemanFreeWood Private Wealth Management, LLCKey Investment Services LLC03-20-2017
Callie J. WilderThe Huntington Investment CompanyKey Investment Services LLC01-12-2017
Ryan Peter BaileyPNC InvestmentsKey Investment Services LLC01-12-2017
Michael Allen Curley Jr.U.S. Bancorp Investments, Inc.Key Investment Services LLC12-19-2016
Christopher Howard Allen StameyFifth Third Securities, Inc.Key Investment Services LLC10-28-2016
Lena A DabbasPNC InvestmentsKey Investment Services LLC10-12-2016
Pam Ann ZajovitsPNC InvestmentsKey Investment Services LLC10-05-2016
Shelly Ann ThomasJ.P. Morgan Securities LLCKey Investment Services LLC$15010-04-2016
Pamela Kay BartlettFifth Third Securities, Inc.Key Investment Services LLC07-28-2016
Jason A BlackburnWesBanco Securities, Inc.Key Investment Services LLC06-28-2016
Kraig Aaron HaglerEdward JonesKey Investment Services LLC06-03-2016
Nicholas Eric VanoverMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC05-23-2016
Next Page »

Showing 1 to 25 of 111 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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