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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Richard MyersAllstate Financial Services, LLCAmeriprise Financial Services, Inc.06-01-2010
Leo Richard Scalercio Jr.BCR Financial Services, LLCAmeriprise Financial Services, Inc.08-07-2012
Lindsey Lois NiceBe Intentional Financial LLCAmeriprise Financial Services, Inc.06-07-2019
David Ralph RitrovatoBluesphere Advisors LLCAmeriprise Financial Services, Inc.06-22-2016
Michael Ed ReynoldsBoenning & Scattergood, Inc.Ameriprise Financial Services, Inc.02-21-2012
Amy Jo Braun-BostichBraun-Bostich & Associates Inc.Ameriprise Financial Services, Inc.06-05-2017
Cassandra Lynn KirbyBraun-Bostich & Associates Inc.Ameriprise Financial Services, Inc.06-02-2017
Lynda Brittain BlessingCambridge Investment Research, Inc.Ameriprise Financial Services, Inc.$2512-09-2016
Bryan Adam KupchikCapstone Wealth Management Group, LLCAmeriprise Financial Services, Inc.07-22-2016
Michael Jon BrittainCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$5012-09-2016
Ronald Patrick LeuschenCetera Advisor Networks LLCAmeriprise Financial Services, Inc.12-09-2016
Christopher Alan ZeidersCetera Advisor Networks LLCAmeriprise Financial Services, Inc.12-09-2016
Kenneth Alfred HeritageCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$5011-02-2015
Thomas Henry GarlicCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$2504-21-2014
Andrew Jonathan DouglasCitizens Securities, Inc.Ameriprise Financial Services, Inc.01-07-2019
James H. McConnellEdward JonesAmeriprise Financial Services, Inc.10-27-2017
James Park TaylorGroundwork Wealth Management, LLCAmeriprise Financial Services, Inc.03-05-2014
Richard Thomas PerryHazard & Siegel, Inc.Ameriprise Financial Services, Inc.01-06-2012
Jonathan InzeroInnova Wealth Partners, LLCAmeriprise Financial Services, Inc.07-23-2015
Gary Mark Barnes JrLPL Financial LLCAmeriprise Financial Services, Inc.10-15-2019
Barry Arthur RucksLPL Financial LLCAmeriprise Financial Services, Inc.$5005-09-2019
Matthew Ryan SilverhardtLPL Financial LLCAmeriprise Financial Services, Inc.05-09-2019
Scott Ari ShawLPL Financial LLCAmeriprise Financial Services, Inc.08-17-2018
Eric SlussLPL Financial LLCAmeriprise Financial Services, Inc.$6112-19-2017
Miranda Dawn CollingwoodLPL Financial LLCAmeriprise Financial Services, Inc.10-23-2017
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Showing 1 to 25 of 72 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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