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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Leeann Leske1 BLUEBILL FinancialAmeriprise Financial Services, Inc.06-20-2017
Joseph Louis Bell1st Global Capital Corp.Ameriprise Financial Services, Inc.$103-01-2013
Damien Joseph Paumi1st Global Capital Corp.Ameriprise Financial Services, Inc.$25004-06-2010
Homer Scoville Smith IV1st Global Capital Corp.Ameriprise Financial Services, Inc.04-01-2010
Philip Michael Maliniak1st Global Capital Corp.Ameriprise Financial Services, Inc.03-01-2010
Xerxes Lawingco Nabong1st Global Capital Corp.Ameriprise Financial Services, Inc.03-01-2010
Jason Thomas Ice1st Global Capital Corp.Ameriprise Financial Services, Inc.$107-01-2009
Scott David CarlAbacus Wealth PartnersAmeriprise Financial Services, Inc.09-07-2012
Michael Fayette FarnsworthAcorn Wealth Advisors, LLCAmeriprise Financial Services, Inc.07-11-2014
Alan D FriedbergADF Financial Services LLCAmeriprise Financial Services, Inc.05-20-2015
Donald Louis DalesandroAdvanced Practice Advisors, LLCAmeriprise Financial Services, Inc.02-10-2011
Adam J AusloosAdviceWorks Wealth Advisors LLCAmeriprise Financial Services, Inc.07-20-2016
Anthony John LobelloAegis Capital Corp.Ameriprise Financial Services, Inc.$2506-28-2017
Brady Aaron MickolichekAll Star Financial IncAmeriprise Financial Services, Inc.04-28-2017
Richard Michael FerauloAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$2511-15-2018
Christine Maria WardAllstate Financial Services, LLCAmeriprise Financial Services, Inc.05-04-2017
Abraham James KaltsasAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$1203-10-2016
Frank Eugene Carollo Jr.Allstate Financial Services, LLCAmeriprise Financial Services, Inc.04-01-2015
Abba Joel BlumAllstate Financial Services, LLCAmeriprise Financial Services, Inc.05-21-2014
Ellis Jay WeissAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$2506-04-2013
Matthew Daniel GreeneAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$6105-02-2013
Lloyd Earl WallaceAllstate Financial Services, LLCAmeriprise Financial Services, Inc.04-01-2013
Toby Lee SteinmetzAllstate Financial Services, LLCAmeriprise Financial Services, Inc.01-22-2013
Donald Bruce BrownAllstate Financial Services, LLCAmeriprise Financial Services, Inc.09-13-2012
Randall William FreitasAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$15009-04-2012
Next Page »

Showing 1 to 25 of 2,565 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.