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
Jamie Lynn SkaggsJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.02-04-2019
Joshua Robert BeckJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.12-14-2018
Jason Brice MeekJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$2509-24-2018
Joshua Michael PerkinsJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.05-18-2017
Isaac LlerasJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.04-24-2017
Noah Ray HughesJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.04-21-2017
Eszter TamasJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.04-07-2017
Andre Luiz Miranda PaivaJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.03-23-2017
Robert Joseph ArnoldyJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.07-29-2016
William Douglas Hicks Jr.J.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$2507-15-2016
Chantel Georgette AymondJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.06-30-2016
Theodore Robert FisherJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$70006-17-2016
Don Henry Raymond Jr.J.P. Morgan Securities LLCAmeriprise Financial Services, Inc.06-06-2016
Joseph Nicholas MazzuccoJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$5005-09-2016
Nicholas Joseph La Mothe Sr.J.P. Morgan Securities LLCAmeriprise Financial Services, Inc.03-09-2016
Robert Scott CrowellJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.11-10-2015
Mark Allan MillerJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.06-10-2015
Jared Owen McnuttJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.05-01-2015
William Otho EnglandJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.04-10-2015
Heidi Siller HEIDIJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.02-20-2015
Gregory Malcolm FerdinandJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$15002-06-2015
Samuel ChoJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.08-19-2014
Jerold Keith JohnsonJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.05-01-2014
Brett Joseph MartinJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$2504-14-2014
Matt Alan WilsonJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.02-20-2014
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Showing 1 to 25 of 30 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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