Advisers on the Move TEST

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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Charles KoncalU.S. Bancorp Investments, Inc.PNC Investments02-07-2019
Andrew R. CromanJ.P. Morgan Securities LLCPNC Investments10-02-2018
Anthony A. GrisantiTD Ameritrade Investment Management, LLCPNC Investments01-03-2019
Anthony J RomeSequoia Financial Group, L.L.C.PNC Investments01-15-2019
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Brenda Renee RiversOne SevenPNC Investments11-02-2018
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments01-18-2019
Christina E. Elin-RogersThe Huntington Investment CompanyPNC Investments03-22-2019
Christopher D. SchalkAmeriprise Financial Services, LLCPNC Investments11-14-2018
Christopher David CareyOne SevenPNC Investments11-02-2018
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Elizabeth Ann AdkinsMorgan StanleyPNC Investments02-12-2019
Francis Bartlett Whitehouse IIIAXA Advisors, LLCPNC Investments12-03-2018
Frank N. HotzeMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-26-2019
Jacob March SchaeferKey Investment Services LLCPNC Investments06-18-2019
Joseph M Dittoe Jr.One SevenPNC Investments11-02-2018
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Kimberly Sue WeithmanLPL Financial LLCPNC Investments08-09-2019
Mark Anthony VenturaMorgan StanleyPNC Investments11-01-2018
Matthew E. KallioCitizens Securities, Inc.PNC Investments11-08-2018
Omar A OmarKey Investment Services LLCPNC Investments04-08-2019
Ryan John MikelonisJ.P. Morgan Securities LLCPNC Investments$2510-01-2018
Stephen Arthur D'AlessandroKey Investment Services LLCPNC Investments10-30-2018
Stephen Timothy EstherNYLIFE Securities LLCPNC Investments$15010-08-2018
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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.