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
Dean Joseph HuweUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.06-02-2017
Jessica Romero LoewUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.07-12-2016
Tiffany Burrows LeroyUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.01-15-2016
Jamie Lovelace WileyUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.10-24-2014
Ryan Alexis GonzalesUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$10010-10-2014
Kerry Stephen AbingtonUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.05-01-2014
Bobi Renee WilliamsUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$5004-07-2014
Nicole Rachelle MosleyUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.03-26-2014
Charles Eldon GarnerUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$2501-31-2014
William Andrew BowlingUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$10010-11-2013
Shawn Michael MontagueUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.09-13-2013
Andrew Bradley McClain IIUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$1004-29-2010
Daniel Bentley HendrenUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$10002-26-2009

Showing 1 to 13 of 13 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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