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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alfredo G ZunigaCetera Investment Services LLCPNC Investments01-08-2019
Anthony A GrisantiTD Ameritrade Investment Management, LLCPNC Investments01-03-2019
Kevin Scott ClarkFifth Third Securities, Inc.PNC Investments12-21-2018
Timothy J BriddesCitizens Securities, Inc.PNC Investments12-19-2018
PETER John DENNINGWells Fargo Clearing Services, LLCPNC Investments12-18-2018
Charles Wesley Conkling IVWells Fargo Clearing Services, LLCPNC Investments12-18-2018
Aric Michael HarrisFisher InvestmentsPNC Investments12-14-2018
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Brandon S EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Anthony Louis Marlette JrThe Huntington Investment CompanyPNC Investments$15012-07-2018
Brian Patrick MarionFisher InvestmentsPNC Investments12-04-2018
John Joseph Cahill IVWells Fargo Clearing Services, LLCPNC Investments$2512-03-2018
Michael Richard McGahanWells Fargo Clearing Services, LLCPNC Investments11-30-2018
Craig Tilghman BoothSecurities America, Inc.PNC Investments11-30-2018
Joshua Edward MeyerCitizens Securities, Inc.PNC Investments11-30-2018
Linda Susan WrobelThe Huntington Investment CompanyPNC Investments11-30-2018
Wesley Jarrett ClarkTIAA-CREF Individual & Institutional Services, LLCPNC Investments11-29-2018
Richard SernaNYLIFE Securities LLCPNC Investments11-27-2018
Ganna KravchukMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Vincent Edward FranksThe Huntington Investment CompanyPNC Investments11-21-2018
Ryan T SangsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
Heather Alicia ShaefferWells Fargo Clearing Services, LLCPNC Investments11-20-2018
Nicholas KouletasWells Fargo Clearing Services, LLCPNC Investments11-19-2018
Karen Quinn WatsonWesBanco Securities, Inc.PNC Investments$15011-16-2018
Eddie R TolbertNorthwestern Mutual Investment Services, LLCPNC Investments11-16-2018
Next Page »

Showing 1 to 25 of 64 entries

Page 1 | 2 | 3

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.