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
Trent Kealii SantosLPL Financial LLCPNC Investments01-31-2011
Matthew Cory EgnerLPL Financial LLCPNC Investments06-29-2015
Karl Brian MelnickAssociated Investment Services, Inc.PNC Investments10-21-2013
Julian Ross EinfrankCliftonLarsonAllen Wealth Advisors, LLCPNC Investments11-17-2016
Jodie Marie ConoverJ.P. Morgan Securities LLCPNC Investments03-17-2017
James C. CunninghamWells Fargo Clearing Services, LLCPNC Investments09-27-2017
Gregory Robert BisserU.S. Bancorp Investments, Inc.PNC Investments$5003-31-2010
Esther Ezekiel InyangJ.P. Morgan Securities LLCPNC Investments08-10-2017
Catherine Roberts SpethLPL Financial LLCPNC Investments06-21-2017

Showing 1 to 9 of 9 entries

Page 1

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.

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