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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Jacob TysonPNC InvestmentsAmeriprise Financial Services, LLC$15008-03-2009
Tyler Paul KimballGWN Securities Inc.Ameriprise Financial Services, LLC10-19-2009
Brian John ClouseMid Atlantic Capital CorporationAmeriprise Financial Services, LLC11-02-2009
Joshua Patrick MaherMid Atlantic Capital CorporationAmeriprise Financial Services, LLC11-04-2009
Bradley John HilbertMid Atlantic Capital CorporationAmeriprise Financial Services, LLC$10011-13-2009
Andy Ross SchinkBCR Financial Services, LLCAmeriprise Financial Services, LLC$1001-15-2010
Kevin Michael WallWells Fargo Clearing Services, LLCAmeriprise Financial Services, LLC$5004-19-2010
Kenneth Marc SegalLPL Financial LLCAmeriprise Financial Services, LLC$1,00005-07-2010
Kevin John HafficsWaddell & ReedAmeriprise Financial Services, LLC$2505-20-2010
Jeffrey Richard MyersAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-01-2010
Robert D MonkelisPruco Securities, LLC.Ameriprise Financial Services, LLC06-21-2010
Michelle Christine SquareEquitable Advisors, LLCAmeriprise Financial Services, LLC$5009-01-2010
Ann Rose ForemanFidelity Brokerage Services LLCAmeriprise Financial Services, LLC11-01-2010
David Louis AstryRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-05-2010
Reginald W JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC05-23-2011
Todd Daniel DietrichRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC05-24-2011
Scott Allen MelzerWaddell & ReedAmeriprise Financial Services, LLC10-03-2011
James William KoennCharles Schwab & Co., Inc.Ameriprise Financial Services, LLC01-09-2012
Michael Ed ReynoldsBoenning & Scattergood, Inc.Ameriprise Financial Services, LLC02-21-2012
Leo Richard Scalercio JrBCR Financial Services, LLCAmeriprise Financial Services, LLC08-07-2012
Ralph Michael WasiakowskiLPL Financial LLCAmeriprise Financial Services, LLC09-06-2012
Jared Everett LowryEdward JonesAmeriprise Financial Services, LLC09-17-2012
Steven Charles KuterVanguard Marketing CorporationAmeriprise Financial Services, LLC02-04-2013
Todd Edward LoyalUnited Brokerage Services, IncAmeriprise Financial Services, LLC04-05-2013
Benjamin Neil HaasLPL Financial LLCAmeriprise Financial Services, LLC04-25-2013
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Showing 1 to 25 of 93 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.