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
Marie-Hlne Walls-WilsonThe Huntington Investment CompanyJ.P. Morgan Securities LLC05-07-2019
Nickolas Joseph TurnerThe Huntington Investment CompanySecure Investment Management, LLC03-11-2019
Steven Charles LorsonThe Huntington Investment CompanyPNC Investments02-13-2019
Eric Daniel PanepintoThe Huntington Investment CompanyPruco Securities, LLC.01-14-2019
Kirk Gregory BrownThe Huntington Investment CompanyFifth Third Securities, Inc.01-03-2019
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Carter Michael LaytartThe Huntington Investment CompanyNYLIFE Securities LLC09-24-2018
Jason Robert SmootThe Huntington Investment CompanyGlobal Retirement Partners LLC08-09-2018
Talie Lynn DuplainThe Huntington Investment CompanyPNC Investments08-01-2018
Matthew B LavelleThe Huntington Investment CompanyKey Investment Services LLC06-01-2018
Jason AufderhaarThe Huntington Investment CompanyPFS Investments Inc.05-22-2018
William R JirousekThe Huntington Investment CompanyCitizens Securities, Inc.04-16-2018
Bradley David HitzemanThe Huntington Investment CompanyScottrade, Inc.04-11-2018
John William LehmanThe Huntington Investment CompanyTIAA-CREF Individual & Institutional Services, LLC$5002-14-2018
Brett James CypherThe Huntington Investment CompanyKey Investment Services LLC12-22-2017
Aaron Bradley CurryThe Huntington Investment CompanyKey Investment Services LLC12-19-2017
Jean Marie HorstingThe Huntington Investment CompanyFifth Third Securities, Inc.$112-19-2017
Justin J DonayThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.12-15-2017
Thomas Joseph O'Reilly Jr.The Huntington Investment CompanyPNC Investments$2511-13-2017
Adam Bruce BiblerThe Huntington Investment CompanyUBS Financial Services Inc.11-09-2017
Hayward Thomas EvansThe Huntington Investment CompanyEdward Jones10-12-2017
Merrill George Whippo Jr.The Huntington Investment CompanyJ.P. Morgan Securities LLC10-06-2017
Amanda Elizabeth MapesThe Huntington Investment CompanyPruco Securities, LLC.09-21-2017
EVAN MATTHEW BIGGSThe Huntington Investment CompanyFidelity Brokerage Services LLC08-28-2017
Michael Christoper Patrick Jr.The Huntington Investment CompanyW&S Brokerage Services, Inc.07-11-2017
Next Page »

Showing 1 to 25 of 218 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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