Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael FisherAmeriprise FinancialWells Fargo Advisors$19312-05-2016
Robert RaeAmeriprise FinancialRBC Wealth Management$10511-02-2016
Scott Latzke, Mark FillaAmeriprise FinancialMorgan Stanley Wealth Management$34410-07-2016
Todd DarlingAmeriprise FinancialWells Fargo Advisors$10409-30-2016
Scott GongorekAmeriprise FinancialWells Fargo Advisors$8209-30-2016
Robert Ellis, William EllisAmeriprise FinancialCommonwealth Financial$17009-07-2016
Richard DunaganAmeriprise FinancialWells Fargo Advisors$7309-02-2016
Matthew NeelyAmeriprise FinancialWells Fargo Advisors$7809-02-2016
Tena KautzAmeriprise FinancialMSI Financial Services$7608-31-2016
Michael AndriaccioAmeriprise FinancialCetera$7808-26-2016
Robert StreedAmeriprise FinancialRBC Wealth Management$7608-26-2016
Dean WeaverAmeriprise FinancialUBS Financial Services$26108-26-2016
Frank CoussensAmeriprise FinancialBank of America Merrill Lynch$13208-19-2016
James J. O'BrienAmeriprise FinancialCetera$9207-15-2016
Joe CunninghamAmeriprise FinancialSagePoint Financial$7307-15-2016
Martin MooreAmeriprise FinancialUBS Financial Services$12007-01-2016
Michael GimlinAmeriprise FinancialNational Planning$11707-01-2016
David DitzelAmeriprise FinancialRaymond James$7206-29-2016
John KnudsonAmeriprise FinancialOppenheimer$8006-15-2016
Scott DowAmeriprise FinancialNorthwestern Mutual $11706-09-2016
Jack CooleyAmeriprise FinancialRBC Wealth Management$7206-03-2016
Pradeep GokhaleAmeriprise FinancialBank of America Merrill Lynch$7505-20-2016
Jeffrey MillerAmeriprise FinancialInvestment Centers of America$12505-16-2016
Matthew SchradyAmeriprise FinancialMorgan Stanley Wealth Management$11705-06-2016
Bill AustinAmeriprise FinancialWells Fargo Advisors$10905-02-2016
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Showing 1 to 25 of 132 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.