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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tyler Eric RenchAmeriprise Financial Services, Inc.AXA Advisors, LLC06-27-2019
Andrew Warren SchaperAmeriprise Financial Services, Inc.AXA Advisors, LLC05-08-2019
Andrew DinardoAmeriprise Financial Services, Inc.AXA Advisors, LLC12-17-2018
Carson StimpsonAmeriprise Financial Services, Inc.AXA Advisors, LLC11-27-2018
Jonathan Charles PhilportAmeriprise Financial Services, Inc.AXA Advisors, LLC11-07-2018
Andrew ElmoreAmeriprise Financial Services, Inc.AXA Advisors, LLC10-15-2018
Christina Anne McCaugheyAmeriprise Financial Services, Inc.AXA Advisors, LLC09-21-2018
Bruce Allan MaierAmeriprise Financial Services, Inc.AXA Advisors, LLC$5009-14-2018
Arthur C ZapesochnyAmeriprise Financial Services, Inc.AXA Advisors, LLC09-14-2018
Robert Isaac KurzweilAmeriprise Financial Services, Inc.AXA Advisors, LLC08-24-2018
Andrew Harris LindenbergAmeriprise Financial Services, Inc.AXA Advisors, LLC08-24-2018
Gregory Samuel MantoAmeriprise Financial Services, Inc.AXA Advisors, LLC$5008-12-2018
Marley MantoAmeriprise Financial Services, Inc.AXA Advisors, LLC08-10-2018
Michael G. BrodowiczAmeriprise Financial Services, Inc.AXA Advisors, LLC07-20-2018
Jane Ballard FontaineAmeriprise Financial Services, Inc.AXA Advisors, LLC$5006-21-2018
John Benjamin LevittAmeriprise Financial Services, Inc.AXA Advisors, LLC$5004-02-2018
Jeremy F. LloydAmeriprise Financial Services, Inc.AXA Advisors, LLC02-28-2018
Sam Louis ReberAmeriprise Financial Services, Inc.AXA Advisors, LLC02-28-2018
Scott Lawrence BraunAmeriprise Financial Services, Inc.AXA Advisors, LLC02-06-2018
Ronan Scott MarraAmeriprise Financial Services, Inc.AXA Advisors, LLC$5002-01-2018
Charles Perry GemmerAmeriprise Financial Services, Inc.AXA Advisors, LLC02-01-2018
Brent James GrammanAmeriprise Financial Services, Inc.AXA Advisors, LLC02-01-2018
Adam Perry GemmerAmeriprise Financial Services, Inc.AXA Advisors, LLC02-01-2018
Stephen M. HartwigAmeriprise Financial Services, Inc.AXA Advisors, LLC09-18-2017
Michael Donald BacchiniAmeriprise Financial Services, Inc.AXA Advisors, LLC$4809-05-2017
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Showing 51 to 75 of 943 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 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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