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
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Taylor Kent ColeU.S. Bancorp Investments, Inc.PNC Investments02-15-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Christopher D. SchalkAmeriprise Financial Services, Inc.PNC Investments11-14-2018
Joseph M Dittoe Jr.One SevenPNC Investments11-02-2018
Christopher David CareyOne SevenPNC Investments11-02-2018
Ryan P. BaileyJ.P. Morgan Securities LLCPNC Investments07-19-2018
George Matthew GreenertKey Investment Services LLCPNC Investments06-29-2018
Mark Steven MolsberryThe Huntington Investment CompanyPNC Investments06-12-2018
Sean Patrick CurtisU.S. Bancorp Investments, Inc.PNC Investments05-30-2018
Dennis Oduor OtienoLPL Financial LLCPNC Investments05-23-2018
Marc Clarence ZarzyckiU.S. Bancorp Investments, Inc.PNC Investments05-02-2018
Jessica D. SilverJanney Montgomery Scott LLCPNC Investments04-10-2018
Brian Timothy HoutsTriad Advisors LLCPNC Investments$2503-05-2018
Dane Patrick RobinsonThe Huntington Investment CompanyPNC Investments11-28-2017
Thomas Joseph O'Reilly Jr.The Huntington Investment CompanyPNC Investments$2511-13-2017
Michael Ray SkibbeLPL Financial LLCPNC Investments$2510-27-2017
Ilija DjukicJ.P. Morgan Securities LLCPNC Investments10-26-2017
Kevin James HuebschmanFifth Third Securities, Inc.PNC Investments10-18-2017
Brian JohnsonCitizens Securities, Inc.PNC Investments09-20-2017
Eric William StrockThe Huntington Investment CompanyPNC Investments$1009-13-2017
Next Page »

Showing 1 to 25 of 110 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.


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