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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eric Blake SimonsonAbundo WealthAmeriprise Financial Services, LLC08-21-2019
David Joesph KlepeiszAccruent Wealth AdvisorsAmeriprise Financial Services, LLC07-07-2015
Steven Charles BlissAcorn Wealth Advisors, LLCAmeriprise Financial Services, LLC$105-21-2014
Thaddeus Dwight PhelpsAdvance Wealth Management Service, LLCAmeriprise Financial Services, LLC05-13-2019
Steven Jay JacobsonAdvisor Resource CouncilAmeriprise Financial Services, LLC10-16-2019
Matthew Joseph SchwartzAdvisorNet Wealth ManagementAmeriprise Financial Services, LLC05-12-2017
James Eric CopelandAdvisory Services NetworkAmeriprise Financial Services, LLC05-03-2018
Louis Anthony MucciAdvisory Services NetworkAmeriprise Financial Services, LLC07-13-2016
Brett Thomas LawlessAE Wealth Management, LLCAmeriprise Financial Services, LLC12-03-2018
Anthony John LobelloAegis Capital Corp.Ameriprise Financial Services, LLC06-28-2017
Brady Aaron MickolichekAll Star Financial IncAmeriprise Financial Services, LLC04-28-2017
Terence Vincent GallagherAllstate Financial Services, LLCAmeriprise Financial Services, LLC08-20-2020
Donzie R FordAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-10-2020
Anthony Lee AllbrightAllstate Financial Services, LLCAmeriprise Financial Services, LLC10-11-2019
David John AdamsAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-03-2019
Christine Maria WardAllstate Financial Services, LLCAmeriprise Financial Services, LLC05-04-2017
Shannon Elizabeth WiatrekAllstate Financial Services, LLCAmeriprise Financial Services, LLC02-21-2017
Matthew Daniel GreeneAllstate Financial Services, LLCAmeriprise Financial Services, LLC$6105-02-2013
Toby L SteinmetzAllstate Financial Services, LLCAmeriprise Financial Services, LLC01-22-2013
Randall William FreitasAllstate Financial Services, LLCAmeriprise Financial Services, LLC$15009-04-2012
Peter James StockwellAllstate Financial Services, LLCAmeriprise Financial Services, LLC$2512-29-2010
Jeffrey Richard MyersAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-01-2010
Erica HenstAllstate Financial Services, LLCAmeriprise Financial Services, LLC01-06-2009
Joseph Stephen St ThomasAltruVista LLCAmeriprise Financial Services, LLC05-21-2019
Thomas Russell KnightlyAmerican Family Legacy GroupAmeriprise Financial Services, LLC$5010-28-2013
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Showing 1 to 25 of 2,204 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.