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
Leeann Leske1 BLUEBILL FinancialAmeriprise Financial Services, Inc.06-20-2017
Joseph Louis Bell1st Global Advisors IncAmeriprise Financial Services, Inc.03-01-2013
Damien Joseph Paumi1st Global Capital Corp.Ameriprise Financial Services, Inc.$10004-06-2010
Homer Scoville Smith IV1st Global Capital Corp.Ameriprise Financial Services, Inc.$25004-01-2010
Xerxes Lawingco Nabong1st Global Capital Corp.Ameriprise Financial Services, Inc.$10003-01-2010
Jason Thomas Ice1st Global Capital Corp.Ameriprise Financial Services, Inc.$50007-01-2009
Scott David CarlAbacus Wealth PartnersAmeriprise Financial Services, Inc.09-07-2012
Eric Blake SimonsonAbundo WealthAmeriprise Financial Services, Inc.08-21-2019
David Joesph KlepeiszAccruent Wealth AdvisorsAmeriprise Financial Services, Inc.07-07-2015
Michael Fayette FarnsworthAcorn Wealth Advisors, LLCAmeriprise Financial Services, Inc.07-11-2014
Steven Charles BlissAcorn Wealth Advisors, LLCAmeriprise Financial Services, Inc.05-21-2014
Thaddeus Dwight PhelpsAdvance Wealth Management Service, LLCAmeriprise Financial Services, Inc.05-13-2019
Donald Louis DalesandroAdvanced Practice Advisors, LLCAmeriprise Financial Services, Inc.02-10-2011
Adam J AusloosAdviceWorks Wealth Advisors LLCAmeriprise Financial Services, Inc.07-20-2016
Matthew Joseph SchwartzAdvisorNet Wealth ManagementAmeriprise Financial Services, Inc.05-12-2017
James Eric CopelandAdvisory Services NetworkAmeriprise Financial Services, Inc.05-03-2018
Louis Anthony MucciAdvisory Services NetworkAmeriprise Financial Services, Inc.07-13-2016
Brett Thomas LawlessAE Wealth Management, LLCAmeriprise Financial Services, Inc.12-03-2018
Anthony John LobelloAegis Capital Corp.Ameriprise Financial Services, Inc.$25006-28-2017
Timothy John MaurerAffiliated Advisors, Inc.Ameriprise Financial Services, Inc.02-10-2014
JEFFREY ALAN CLARKAldrich Wealth LPAmeriprise Financial Services, Inc.09-16-2015
Brady Aaron MickolichekAll Star Financial IncAmeriprise Financial Services, Inc.04-28-2017
Anthony Lee AllbrightAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$10010-11-2019
David John AdamsAllstate Financial Services, LLCAmeriprise Financial Services, Inc.06-03-2019
Richard Michael FerauloAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$10011-15-2018
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Showing 1 to 25 of 3,441 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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