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
Douglas Walter GraybealChase Investment Services Corp.FirstMerit Financial Services, Inc08-01-2012
William Edward LeonardChase Investment Services Corp.PNC Investments08-01-2012
Andrew Lawrence TracyChase Investment Services Corp.Morgan Stanley06-19-2012
Matthew Allen GrohChase Investment Services Corp.Ameriprise Financial Services, Inc.06-01-2012
Jeffrey Michael CliffordChase Investment Services Corp.PNC Investments05-29-2012
Troy Michael GerschutzChase Investment Services Corp.PNC Investments04-01-2012
Justin Joseph RobertsonChase Investment Services Corp.PNC Investments03-01-2012
William Roy Sickmiller Jr.Chase Investment Services Corp.The Huntington Investment Company02-28-2012
James Kevin VarnumChase Investment Services Corp.PNC Investments01-23-2012
Erik GudenasChase Investment Services Corp.PNC Investments12-19-2011
Phillip Michael AlexanderChase Investment Services Corp.PNC Investments12-19-2011
Timothy George WrightChase Investment Services Corp.PNC Investments10-24-2011
Mark Allen RankinChase Investment Services Corp.FirstMerit Financial Services, Inc08-01-2011
Todd Michael DownerdChase Investment Services Corp.Edward Jones06-30-2011
Stephanie Nicole EvansChase Investment Services Corp.Key Investment Services LLC06-15-2011
Kyle Arthur LeadbetterChase Investment Services Corp.Key Investment Services LLC05-31-2011
David Aaron ParkerChase Investment Services Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-01-2011
Matthew Gregory MccumbeeChase Investment Services Corp.Edward Jones04-04-2011
Brian Dylan JohnsonChase Investment Services Corp.PNC Investments04-01-2011
Shane Daniel PrierChase Investment Services Corp.Ameriprise Financial Services, Inc.04-01-2011
William Robert LenzottiChase Investment Services Corp.Lincoln Financial Advisors Corporation04-01-2011
Aaron AdcockChase Investment Services Corp.Charles Schwab & Co., Inc.03-31-2011
Paul Cowles LaskeyChase Investment Services Corp.PNC Investments03-31-2011
James TalcottChase Investment Services Corp.PNC Investments02-21-2011
Brian Anthony CaseyChase Investment Services Corp.Waddell & Reed01-20-2011
Next Page »

Showing 1 to 25 of 82 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.


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