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
Mark John TaylorCetera Advisor Networks LLCAmeriprise Financial Services, Inc.11-01-2018
Shawn William MathisCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$110-12-2018
Stephen Keith TuckerCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$2504-26-2017
Craig Douglas WigginsCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$5801-09-2017
Christopher Alan ZeidersCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$2512-09-2016
Michael Jon BrittainCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$5012-09-2016
Ronald Patrick LeuschenCetera Advisor Networks LLCAmeriprise Financial Services, Inc.12-09-2016
Kenneth Alfred HeritageCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$5011-02-2015
Zachary Randol TabattCetera Advisor Networks LLCAmeriprise Financial Services, Inc.03-25-2015
Joan Maastricht GillesCetera Advisor Networks LLCAmeriprise Financial Services, Inc.01-30-2015
Thomas Henry GarlicCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$3504-21-2014
Elinor Ruth EggimannCetera Advisor Networks LLCAmeriprise Financial Services, Inc.11-15-2013
Bryan Lynn VancuraCetera Advisor Networks LLCAmeriprise Financial Services, Inc.10-05-2012
Joshua Adam VargasCetera Advisor Networks LLCAmeriprise Financial Services, Inc.09-10-2012
John Hamilton Adams IICetera Advisor Networks LLCAmeriprise Financial Services, Inc.06-16-2010
Jeffrey Scott DykemaCetera Advisor Networks LLCAmeriprise Financial Services, Inc.02-16-2010
Gregory Colin ParsonsCetera Advisor Networks LLCAmeriprise Financial Services, Inc.01-04-2010
Richard Christopher RileyCetera Advisor Networks LLCAmeriprise Financial Services, Inc.10-15-2009
Brady William SchmidtCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$110-08-2009
Geoffrey Dale KleinCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$15010-08-2009
Jeffrey William BruceCetera Advisor Networks LLCAmeriprise Financial Services, Inc.06-30-2009
Michael David PetersenCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$5005-15-2009
Aaron Daniel LockeCetera Advisor Networks LLCAmeriprise Financial Services, Inc.05-13-2009
Joshua David CanniffCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$50005-13-2009
Robert John Mc HattieCetera Advisor Networks LLCAmeriprise Financial Services, Inc.05-13-2009
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Showing 1 to 25 of 27 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.

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