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
Amy Jo Braun-BostichBraun-Bostich & Associates Inc.Ameriprise Financial Services, Inc.06-05-2017
Andrew Jacob TysonPNC InvestmentsAmeriprise Financial Services, Inc.08-03-2009
Andrew Jonathan DouglasCitizens Securities, Inc.Ameriprise Financial Services, Inc.01-07-2019
Anthony Earl ReeseNYLIFE Securities LLCAmeriprise Financial Services, Inc.04-19-2018
Barry Arthur RucksLPL Financial LLCAmeriprise Financial Services, Inc.$5005-09-2019
Benjamin Neil HaasU.S. Wealth ManagementAmeriprise Financial Services, Inc.04-25-2013
Brendan C. DooleyMeaningful Wealth Management LLCAmeriprise Financial Services, Inc.12-17-2018
Brian John ClouseMid Atlantic Capital CorporationAmeriprise Financial Services, Inc.11-02-2009
Bryan Adam KupchikCapstone Wealth Management Group, LLCAmeriprise Financial Services, Inc.07-22-2016
Bryan Kupchik, Robert SchultzLPL Financial LLCAmeriprise Financial Services, Inc.$6807-22-2016
Cassandra Lynn KirbyBraun-Bostich & Associates Inc.Ameriprise Financial Services, Inc.06-02-2017
Christopher Alan ZeidersCetera Advisor Networks LLCAmeriprise Financial Services, Inc.12-09-2016
Christopher George GroeberPrivate Advisor Group, LLCAmeriprise Financial Services, Inc.02-08-2013
Dana JohnstonLPL Financial LLCAmeriprise Financial Services, Inc.$11309-09-2016
Dana Lee JohnstonPrivate Advisor Group, LLCAmeriprise Financial Services, Inc.09-09-2016
Daniel Patrick McHughPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, Inc.$5008-13-2019
Darren Andrew BonsonSigma Financial CorporationAmeriprise Financial Services, Inc.12-13-2018
David Angelo Correale Jr.Wells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.03-18-2015
David James HunterStout BowmanAmeriprise Financial Services, Inc.07-07-2014
David Ralph RitrovatoBluesphere Advisors LLCAmeriprise Financial Services, Inc.06-22-2016
Davisson Merritt HammondStratos Wealth Partners, LtdAmeriprise Financial Services, Inc.02-17-2017
Edward Russell FromeWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.01-25-2019
Eric Joseph PirhallaTrue Horizon Wealth Advisors, LLCAmeriprise Financial Services, Inc.03-06-2014
Eric SlussLPL Financial LLCAmeriprise Financial Services, Inc.$6112-19-2017
Erik Clifford LindholmPrivate Advisor Group, LLCAmeriprise Financial Services, Inc.12-09-2016
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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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