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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ann Esther SchuelerLPL Financial LLCAmeriprise Financial Services, LLC$4701-02-2009
Benjamin Vincent Pearman IIICambridge Investment Research, Inc.Ameriprise Financial Services, LLC$2501-02-2009
Jonathan Edward OsterkampLPL Financial LLCAmeriprise Financial Services, LLC$1,00001-02-2009
David Edward WardCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5001-05-2009
Harsh MehraCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5001-05-2009
William Wade HatcherCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5001-05-2009
Megan Louise SpainLincoln Financial Advisors CorporationAmeriprise Financial Services, LLC$2501-05-2009
Erica HenstAllstate Financial Services, LLCAmeriprise Financial Services, LLC01-06-2009
Robert Julian RiceCommonwealth Financial NetworkAmeriprise Financial Services, LLC01-08-2009
Joshua Michael BenetCommonwealth Financial NetworkAmeriprise Financial Services, LLC$1001-08-2009
Brynie James RobinsonEdward JonesAmeriprise Financial Services, LLC$5001-20-2009
Richard Lawrence RowlandCUNA Brokerage Services, Inc.Ameriprise Financial Services, LLC$10001-21-2009
Jesse Alan FitzRiverside Capital Management, L.L.C.Ameriprise Financial Services, LLC01-22-2009
Min Michelle MaLPL Financial LLCAmeriprise Financial Services, LLC01-26-2009
Lawrence Fred KushnerNext Financial Group, Inc.Ameriprise Financial Services, LLC01-27-2009
Nihaal Mohan RaoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC$15001-28-2009
Steven Royce RobinsonVoya Financial Advisors, Inc.Ameriprise Financial Services, LLC$2501-28-2009
Kevin Mark ArculeoCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5001-30-2009
Anthony Jerome AbadillaNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC02-04-2009
Ryan Alex LindsayLPL Financial LLCAmeriprise Financial Services, LLC02-06-2009
Curtis Jeffrey CongdonXML SecuritiesAmeriprise Financial Services, LLC$5002-09-2009
Ann Marie B LangNYLIFE Securities LLCAmeriprise Financial Services, LLC02-12-2009
David Lee ErwinCommonwealth Financial NetworkAmeriprise Financial Services, LLC02-13-2009
Colin Guimin FengEquitable Advisors, LLCAmeriprise Financial Services, LLC02-13-2009
Jeannie Lynn IlievskiTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC02-23-2009
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.