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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Anthony TringhesePNC InvestmentsWells Fargo Clearing Services, LLC07-30-2020
Clinton Matthew RinehartPNC InvestmentsNorthwestern Mutual Investment Services, LLC07-28-2020
Nicholas J MarinoPNC InvestmentsMorgan Stanley03-27-2020
Jonathan HarrisonPNC InvestmentsRaymond James & Associates, Inc.$2512-11-2019
Erik Wayne JohnsonPNC InvestmentsCitizens Securities, Inc.$15010-29-2019
John RandallPNC InvestmentsEdward Jones10-23-2019
Jason Linizia RiddlePNC InvestmentsThe Huntington Investment Company10-17-2019
Jesse Taylor BurnsPNC InvestmentsJ.P. Morgan Securities LLC10-17-2019
Cherie N CurryPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2019
Robert Joseph YurgalewiczPNC InvestmentsJ.P. Morgan Securities LLC07-01-2019
James Michael Frado JrPNC InvestmentsProEquities, Inc.05-30-2019
Chad Patrick BudyPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2019
Nicholas Joseph HessePNC InvestmentsKey Investment Services LLC12-06-2018
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, LLC$15011-05-2018
John Peter RuebsteckPNC InvestmentsLPL Financial LLC06-25-2018
Richard K DysonPNC InvestmentsJ.P. Morgan Securities LLC05-15-2018
Lindsey Joann MichaelidesPNC InvestmentsJ.P. Morgan Securities LLC04-26-2018
Peter KamelPNC InvestmentsEdward Jones$15004-03-2018
Jeremy HolsteinPNC InvestmentsEdward Jones11-13-2017
Kaleb Nathaniel BakerPNC InvestmentsPruco Securities, LLC.09-20-2017
William Ralph CasalePNC InvestmentsJ.P. Morgan Securities LLC07-19-2017
Lawrence S FairallPNC InvestmentsPruco Securities, LLC.11-17-2016
Chad Allan DworznikPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-20-2016
Patrick Joseph CernoskyPNC InvestmentsNorthwestern Mutual Investment Services, LLC10-13-2016
Byron David VainribPNC InvestmentsStrategic Advisers LLC07-11-2016
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Showing 1 to 25 of 71 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.