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
Michael D. CarterKey Investment Services LLCNatcity Investments, Inc.01-05-2010
Brian P. HoltzFifth Third Securities, Inc.Natcity Investments, Inc.12-10-2009
Dean Curtis HustonKey Investment Services LLCNatcity Investments, Inc.11-16-2009
Dennis Allen RiesleyPNC InvestmentsNatcity Investments, Inc.11-13-2009
Keith Eric MeyerPNC InvestmentsNatcity Investments, Inc.11-13-2009
John Edward CaspPNC InvestmentsNatcity Investments, Inc.11-13-2009
Deborah K. BlancPNC InvestmentsNatcity Investments, Inc.11-13-2009
David Anthony IonnoPNC InvestmentsNatcity Investments, Inc.11-13-2009
Daphne Michelle WarnerPNC InvestmentsNatcity Investments, Inc.11-13-2009
Christopher Kyle PetersPNC InvestmentsNatcity Investments, Inc.11-13-2009
Russell Raymond SypenPNC InvestmentsNatcity Investments, Inc.11-13-2009
Chris L. LandisPNC InvestmentsNatcity Investments, Inc.11-13-2009
Terri Gay DematteoPNC InvestmentsNatcity Investments, Inc.11-13-2009
Irene Leslie GarberPNC InvestmentsNatcity Investments, Inc.11-13-2009
Michael Eugene StuneckPNC InvestmentsNatcity Investments, Inc.11-13-2009
Dirk Antony MillerPNC InvestmentsNatcity Investments, Inc.11-13-2009
Nathan Clarke BarnhartPNC InvestmentsNatcity Investments, Inc.11-13-2009
Michelle Leigh ChristianPNC InvestmentsNatcity Investments, Inc.11-13-2009
Raluca Doina FranguleaPNC InvestmentsNatcity Investments, Inc.11-13-2009
Christopher Basil BrzuchalskiPNC InvestmentsNatcity Investments, Inc.11-13-2009
Joel David McBurneyPNC InvestmentsNatcity Investments, Inc.11-13-2009
Gordon A. NetschkePNC InvestmentsNatcity Investments, Inc.11-13-2009
Vincent Anthony MarsPNC InvestmentsNatcity Investments, Inc.11-13-2009
Michelle Lynn HermanPNC InvestmentsNatcity Investments, Inc.11-13-2009
Dennis Phillip SheflyandPNC InvestmentsNatcity Investments, Inc.11-13-2009
Next Page »

Showing 1 to 25 of 40 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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