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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jonathan Edward OsterkampLPL Financial LLCAmeriprise Financial Services, Inc.$1001-02-2009
Ann Esther SchuelerLPL Financial LLCAmeriprise Financial Services, Inc.01-02-2009
David Edward Ward, William Wade HatcherCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$5001-05-2009
Harsh MehraCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$5001-05-2009
Megan Louise SpainLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.01-05-2009
Erica HenstAllstate Financial Services, LLCAmeriprise Financial Services, Inc.01-06-2009
Joshua Michael BenetCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$1001-08-2009
Robert Julian RiceCommonwealth Financial NetworkAmeriprise Financial Services, Inc.01-08-2009
Brynie James RobinsonEdward JonesAmeriprise Financial Services, Inc.01-20-2009
Richard Lawrence RowlandCUNA Brokerage Services, Inc.Ameriprise Financial Services, Inc.01-21-2009
Howard Albert CohnH.D. Vest Advisory Services, IncAmeriprise Financial Services, Inc.01-21-2009
Jesse Alan FitzRiverside Capital Management, L.L.C.Ameriprise Financial Services, Inc.01-22-2009
Min Michelle MaLPL Financial LLCAmeriprise Financial Services, Inc.01-26-2009
Lawrence Fred KushnerNext Financial Group, Inc.Ameriprise Financial Services, Inc.01-27-2009
Steven Royce RobinsonVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.$5001-28-2009
Kevin Mark ArculeoCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$1001-30-2009
Anthony Jerome AbadillaNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.02-04-2009
Ryan Alex LindsayLPL Financial LLCAmeriprise Financial Services, Inc.02-06-2009
Curtis Jeffrey CongdonLara, May & Associates, LLCAmeriprise Financial Services, Inc.02-09-2009
Colin Guimin FengAXA Advisors, LLCAmeriprise Financial Services, Inc.02-13-2009
Zachary Farley LongleyLPL Financial LLCAmeriprise Financial Services, Inc.02-20-2009
Kyle Albert KuykendallUBS Financial Services Inc.Ameriprise Financial Services, Inc.02-24-2009
Daniel Bentley HendrenUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$10002-26-2009
Steven Lewis WorshamThe Huntington Investment CompanyAmeriprise Financial Services, Inc.03-06-2009
Lynnette Michelle McGill-KoehnCetera Advisor Networks LLCAmeriprise Financial Services, Inc.03-06-2009
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Showing 1 to 25 of 1,605 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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