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
Tylor Adam BelsheChase Investment Services Corp.Ameriprise Financial Services, Inc.08-01-2012
Matthew Allen GrohChase Investment Services Corp.Ameriprise Financial Services, Inc.06-01-2012
Marcus JassoChase Investment Services Corp.Ameriprise Financial Services, Inc.03-16-2012
Shane Daniel PrierChase Investment Services Corp.Ameriprise Financial Services, Inc.04-01-2011
Matthew Steven KittellChase Investment Services Corp.Ameriprise Financial Services, Inc.03-31-2011
Juan Pablo RiosChase Investment Services Corp.Ameriprise Financial Services, Inc.03-14-2011
David CepedaChase Investment Services Corp.Ameriprise Financial Services, Inc.12-30-2010
Mary Elizabeth CarpenterChase Investment Services Corp.Ameriprise Financial Services, Inc.12-01-2010
David Kwang Yup LeeChase Investment Services Corp.Ameriprise Financial Services, Inc.11-30-2010
Aaron Louis GutierrezChase Investment Services Corp.Ameriprise Financial Services, Inc.11-22-2010
Qing Song HuangChase Investment Services Corp.Ameriprise Financial Services, Inc.11-15-2010
Douglas Lee FeyereisenChase Investment Services Corp.Ameriprise Financial Services, Inc.10-01-2010
Jason Alexander EckermanChase Investment Services Corp.Ameriprise Financial Services, Inc.09-01-2010
Suji Park MartensChase Investment Services Corp.Ameriprise Financial Services, Inc.06-30-2010
Michael Thomas GardiaChase Investment Services Corp.Ameriprise Financial Services, Inc.06-28-2010
Joshua Alan PavonChase Investment Services Corp.Ameriprise Financial Services, Inc.06-07-2010
Kathleen Marie KnightChase Investment Services Corp.Ameriprise Financial Services, Inc.06-01-2010
Steven David ShieldsChase Investment Services Corp.Ameriprise Financial Services, Inc.06-01-2010
Thomas Burling Grant Jr.Chase Investment Services Corp.Ameriprise Financial Services, Inc.06-01-2010
Curtis Donald WhiteChase Investment Services Corp.Ameriprise Financial Services, Inc.05-17-2010
Orzalla SulaimankhilChase Investment Services Corp.Ameriprise Financial Services, Inc.03-31-2010
Jill Susan CitronChase Investment Services Corp.Ameriprise Financial Services, Inc.03-09-2010
Geoffrey Alan MolinskiChase Investment Services Corp.Ameriprise Financial Services, Inc.03-01-2010
Houston Russell Sanders Jr.Chase Investment Services Corp.Ameriprise Financial Services, Inc.03-01-2010
Jarrod Donald LacombeChase Investment Services Corp.Ameriprise Financial Services, Inc.03-01-2010
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Showing 1 to 25 of 63 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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