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 Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Mark Steven MolsberryThe Huntington Investment CompanyPNC Investments06-12-2018
Dane Patrick RobinsonThe Huntington Investment CompanyPNC Investments11-28-2017
Thomas Joseph O'Reilly Jr.The Huntington Investment CompanyPNC Investments$2511-13-2017
Eric William StrockThe Huntington Investment CompanyPNC Investments$1009-13-2017
Jeffrey MeighenThe Huntington Investment CompanyPNC Investments06-13-2017
Katrina Louise RussoThe Huntington Investment CompanyPNC Investments04-26-2017
Daniel Josef MellThe Huntington Investment CompanyPNC Investments$5005-31-2016
Brian S. AdamsThe Huntington Investment CompanyPNC Investments05-12-2016
Larry Todd WeberThe Huntington Investment CompanyPNC Investments$1007-14-2015
Trisha Ann ChaneyThe Huntington Investment CompanyPNC Investments05-12-2014
Jeffrey Alan ClickThe Huntington Investment CompanyPNC Investments01-22-2013

Showing 1 to 14 of 14 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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