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
Robert Francis HartAllianceBernstein L.P.PNC Investments05-12-2016
Carol Lynn BendikAllstate Financial Services, LLCPNC Investments08-24-2016
Michael L. ConwayAllstate Financial Services, LLCPNC Investments10-01-2010
Sean Michael PearsonAmeriprise Financial Services, Inc.PNC Investments09-28-2012
Kevin Patten BondiAmeriprise Financial Services, Inc.PNC Investments07-16-2010
Zachary D. WernerCadaret, Grant & Co., Inc.PNC Investments05-13-2016
Craig A. MooreCambridge Investment Research, Inc.PNC Investments$1706-29-2018
Kacey J. NorthrupCambridge Investment Research, Inc.PNC Investments10-02-2017
Michael J. KernCetera Advisor Networks LLCPNC Investments05-04-2016
Patrick Stephen MullenCetera Investment Services LLCPNC Investments10-21-2018
Robert John MankoskiCitizens Securities, Inc.PNC Investments03-11-2019
Leonard Pasquale DebonaCitizens Securities, Inc.PNC Investments$15011-14-2018
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
Robert Michael OddoCitizens Securities, Inc.PNC Investments08-20-2018
Sean Patrick LoreCitizens Securities, Inc.PNC Investments04-18-2018
Duane YoungCitizens Securities, Inc.PNC Investments03-20-2018
Andrew Shear NeftCitizens Securities, Inc.PNC Investments$2510-02-2017
Martha Jean BedeianCitizens Securities, Inc.PNC Investments$2509-26-2017
Ian M CostanzoCitizens Securities, Inc.PNC Investments08-14-2017
Matthew Ryan FioriCitizens Securities, Inc.PNC Investments06-27-2017
Lisa HegyesCitizens Securities, Inc.PNC Investments04-25-2017
Keith Levy TrafficanCitizens Securities, Inc.PNC Investments04-25-2017
Daniel Matthew MooreCitizens Securities, Inc.PNC Investments03-03-2017
Adam RekasieCitizens Securities, Inc.PNC Investments07-14-2016
Jeremy M. DraskovichCitizens Securities, Inc.PNC Investments05-16-2016
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Showing 1 to 25 of 148 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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