Advisers on the Move TEST

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam RekasieCitizens Securities, Inc.PNC Investments07-14-2016
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
Adrita Shamsher ProvaCitizens Securities, Inc.J.P. Morgan Securities LLC03-06-2018
Aized Ibrahim GillCitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-26-2013
Alan David JacobsonCitizens Securities, Inc.Santander Securities LLC$10001-24-2017
Alan Dennis FinebergCitizens Securities, Inc.Santander Securities LLC$21001-07-2016
Alex Silvestro IIICitizens Securities, Inc.PNC Investments11-22-2016
Alyssa Nicole FeasterCitizens Securities, Inc.Essex National Securities, LLC06-13-2011
Amanda PleckerCitizens Securities, Inc.Foresters Financial Services, Inc.01-04-2016
Andreas M. WochtlCitizens Securities, Inc.Edward Jones05-23-2018
Andrew Jonathan DouglasCitizens Securities, Inc.Ameriprise Financial Services, Inc.01-07-2019
Andrew Shear NeftCitizens Securities, Inc.PNC Investments$25010-02-2017
Anthony DavaroCitizens Securities, Inc.Hartford Funds Distributors, LLC$15002-25-2016
Anthony Domenic RealiCitizens Securities, Inc.Santander Securities LLC10-17-2019
Anthony Domenic RealiCitizens Securities, Inc.M&T Securities, Inc.05-18-2016
Anthony Joseph Ranalli Jr.Citizens Securities, Inc.PNC Investments$15011-09-2015
Anthony Louis ScolloCitizens Securities, Inc.PNC Investments01-21-2016
Ashley Nicole BenkovicCitizens Securities, Inc.Principal Securities, Inc.09-25-2017
Barry William CoursonCitizens Securities, Inc.Waddell & Reed02-01-2018
Benjamin Michael MccarronCitizens Securities, Inc.Foresters Financial Services, Inc.04-25-2017
Bobbie Lee CosgroveCitizens Securities, Inc.PNC Investments02-11-2013
Brandon C MayCitizens Securities, Inc.New England Securities04-29-2014
Brian Andrew RuhtCitizens Securities, Inc.Cetera Investment Services LLC02-24-2015
Brian James BostancicCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2015
Brian Thomas WilliamsCitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-17-2010
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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.