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
Andrew Paul GoetzLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.03-13-2018
Heidi Marie PattersonLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.01-15-2016
Brian Reed BrownLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$112-04-2015
Clark Archie PageLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.03-03-2015
Gary William Paul Jr.Lincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$2305-21-2014
Erik Alexander LillibridgeLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.02-03-2014
Nilda Lee VaseyLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.12-18-2013
Erik Alan ScudderLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.11-15-2013
Joshua Ross StarkLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.11-15-2013
Catherine Dale BearceLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.05-24-2013
Andrew Wayne KernLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.05-20-2013
Gulsanga JalawanLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.10-18-2011
Paul Coleman Koenig Jr.Lincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.09-02-2011
Don Eugene MeredithLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.05-06-2011
Lance Aaron LeimbergLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.01-28-2011
Shawn Edwood WilsonLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.08-02-2010
Michael Joseph LopataLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.04-05-2010
R. Jason Jason HorwitzLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.03-13-2009
Megan Louise SpainLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$2501-05-2009

Showing 1 to 19 of 19 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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