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
Adam Tucker BoycePNC InvestmentsEdward Jones11-15-2013
Benjamin Hayden PearcePNC InvestmentsEdward Jones05-11-2018
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Danielle C. PattersonPNC InvestmentsEdward Jones07-06-2011
David Robert WeigandPNC InvestmentsEdward Jones12-04-2019
Gregory P. CaprettoPNC InvestmentsEdward Jones06-06-2011
Jared Michael McdonaldPNC InvestmentsEdward Jones08-26-2011
Jerrell SmithPNC InvestmentsEdward Jones06-25-2018
Jonathan David KerstetterPNC InvestmentsEdward Jones08-12-2016
Joshua Ryan LoaneyPNC InvestmentsEdward Jones08-04-2017
Kacey J. NorthrupPNC InvestmentsEdward Jones07-28-2014
Kenneth J. ScrimaPNC InvestmentsEdward Jones11-13-2012
Mark Jonathan AmentPNC InvestmentsEdward Jones12-04-2009
Matthew Ryan ShortPNC InvestmentsEdward Jones02-26-2015
Michael Theodore IannuzziPNC InvestmentsEdward Jones11-10-2015
Skylar Harrison RiddlePNC InvestmentsEdward Jones05-06-2013
Stephen Thomas HadadPNC InvestmentsEdward Jones03-09-2015
William Arthur GellmanPNC InvestmentsEdward Jones06-10-2016

Showing 1 to 18 of 18 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.