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.

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Recruiting Scoreboard (Q4 2020)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron B ReedFifth Third Securities, Inc.PNC Investments09-22-2016
Aaron Michael BartkoKey Investment Services LLCPNC Investments03-28-2011
Ajay GarlapatiThe Huntington Investment CompanyPNC Investments04-27-2017
Alan Charles KoncalU.S. Bancorp Investments, Inc.PNC Investments02-07-2019
Alan Howard GrossmanEdward JonesPNC Investments09-28-2012
Allen William DenglerCerity Partners LLCPNC Investments03-09-2018
Amy Rose BurgraffMorgan StanleyPNC Investments04-29-2016
Anastasios Alexander KountisKey Investment Services LLCPNC Investments08-27-2018
Andrew CromanJ.P. Morgan Securities LLCPNC Investments10-02-2018
Ankit P PatelKey Investment Services LLCPNC Investments04-16-2019
Anthony A GrisantiTD Ameritrade Investment Management, LLCPNC Investments01-03-2019
Anthony J RomeSequoia Financial Group, L.L.C.PNC Investments01-15-2019
Anthony KrncevicRoyal Alliance Associates, Inc.PNC Investments07-09-2014
Anthony Louis Marlette JrThe Huntington Investment CompanyPNC Investments$15012-07-2018
Anthony Rainer JonesRebel Financial, LLCPNC Investments10-30-2015
Anthony Valencia Sola JrRaymond James Financial Services, Inc.PNC Investments03-27-2015
Austin Lacey Alamander HolbrookCitizens Securities, Inc.PNC Investments02-10-2014
Beau C MoyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-16-2014
Bethany Anne SchmittelWells Fargo Clearing Services, LLCPNC Investments10-26-2015
Brandon S EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Brenda Renee RiversOne SevenPNC Investments11-02-2018
Brett Thomas AnsberryTD Ameritrade Investment Management, LLCPNC Investments03-08-2010
Brian Keith HinkleThe Huntington Investment CompanyPNC Investments06-22-2016
Brian M SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
Brian R ShreveCitizens Securities, Inc.PNC Investments12-21-2016
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Showing 1 to 25 of 151 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.