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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Dennis PanzoThe Huntington Investment CompanyAdvised Assets Group, LLC$5001-03-2020
Mark Andrew SmithThe Huntington Investment CompanyAllstate Financial Services, LLC10-26-2015
Marc Michael FroebelThe Huntington Investment CompanyAmeriprise Financial Services, LLC03-22-2016
Steven Lewis WorshamThe Huntington Investment CompanyAmeriprise Financial Services, LLC03-06-2009
William Roger LloydThe Huntington Investment CompanyBMO Harris Financial Advisors, Inc.08-29-2019
Robert Michael BeinThe Huntington Investment CompanyBMO Harris Financial Advisors, Inc.12-21-2017
Carrie Ann WellsThe Huntington Investment CompanyCetera Advisors LLC07-18-2016
Eric Carmen DevineThe Huntington Investment CompanyCetera Investment Services LLC12-03-2019
Christopher CastoThe Huntington Investment CompanyCetera Investment Services LLC04-04-2019
Gary Martin SchindlerThe Huntington Investment CompanyCetera Investment Services LLC$2501-25-2018
David T FarragherThe Huntington Investment CompanyChase Investment Services Corp.02-28-2012
Cindy J BishopThe Huntington Investment CompanyChase Investment Services Corp.02-25-2011
Dean Thomas DierdorfThe Huntington Investment CompanyChase Investment Services Corp.02-19-2010
Stephen P ZellerThe Huntington Investment CompanyCitigroup Global Markets Inc.08-10-2015
Eric John TataThe Huntington Investment CompanyCitizens Securities, Inc.09-17-2020
Todd Emerson SageThe Huntington Investment CompanyCitizens Securities, Inc.08-27-2020
Nicholas William WithersThe Huntington Investment CompanyCitizens Securities, Inc.08-12-2020
Bradley James FergasonThe Huntington Investment CompanyCitizens Securities, Inc.07-30-2020
Nimita NaikThe Huntington Investment CompanyCitizens Securities, Inc.08-28-2018
William R JirousekThe Huntington Investment CompanyCitizens Securities, Inc.04-16-2018
Michael Maxwell McDowellThe Huntington Investment CompanyCommonwealth Financial Network02-03-2011
Janine Renee SchuetteThe Huntington Investment CompanyEdward Jones02-18-2020
Damon Davin Thomas StricklandThe Huntington Investment CompanyEdward Jones12-11-2019
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Grey Edward HustonThe Huntington Investment CompanyEdward Jones08-28-2018
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Showing 1 to 25 of 158 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.