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
Patrick John McHaleEdward JonesAmeriprise Financial Services, Inc.07-22-2019
Greg Gratian JurnaEdward JonesAmeriprise Financial Services, Inc.05-24-2019
Renata GarbowskiEdward JonesAmeriprise Financial Services, Inc.04-18-2019
Jason N. GlazierEdward JonesAmeriprise Financial Services, Inc.03-15-2019
Andrew C WaltersEdward JonesAmeriprise Financial Services, Inc.01-28-2019
Michael D. HaakinsonEdward JonesAmeriprise Financial Services, Inc.11-19-2018
Anthony M. DonnellyEdward JonesAmeriprise Financial Services, Inc.09-21-2018
Arthur Howell CopperthiteEdward JonesAmeriprise Financial Services, Inc.08-21-2018
John W DemeoEdward JonesAmeriprise Financial Services, Inc.07-27-2018
Sean Patrick ClementzEdward JonesAmeriprise Financial Services, Inc.06-04-2018
Lauren O'BrienEdward JonesAmeriprise Financial Services, Inc.05-14-2018
Curtis Alan SporesEdward JonesAmeriprise Financial Services, Inc.05-07-2018
Cole Foster NicholsEdward JonesAmeriprise Financial Services, Inc.01-29-2018
James H. McConnellEdward JonesAmeriprise Financial Services, Inc.10-27-2017
Benjamin J. KragtEdward JonesAmeriprise Financial Services, Inc.09-15-2017
Taylor Grant CollinsEdward JonesAmeriprise Financial Services, Inc.04-03-2017
Jonathan David EplerEdward JonesAmeriprise Financial Services, Inc.01-30-2017
Jason Christopher ImigEdward JonesAmeriprise Financial Services, Inc.01-04-2017
Derek Douglas VingeEdward JonesAmeriprise Financial Services, Inc.11-28-2016
Joel Lawrence FergusonEdward JonesAmeriprise Financial Services, Inc.10-24-2016
Aubrey A. Hoggarth CookEdward JonesAmeriprise Financial Services, Inc.08-08-2016
Robert Anthony SacchettiEdward JonesAmeriprise Financial Services, Inc.03-07-2016
Kimberly Ann CarrollEdward JonesAmeriprise Financial Services, Inc.03-04-2016
Frank Walker Rattan Jr.Edward JonesAmeriprise Financial Services, Inc.05-20-2013
Christian Michael SpurlockEdward JonesAmeriprise Financial Services, Inc.01-18-2013
Next Page »

Showing 1 to 25 of 35 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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