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
Adam Paul WernerLPL Financial LLCAmeriprise Financial Services, LLC01-06-2015
Amy Jo Braun-BostichBraun-Bostich & Associates Inc.Ameriprise Financial Services, LLC06-05-2017
Andrew Jacob TysonPNC InvestmentsAmeriprise Financial Services, LLC08-03-2009
Andrew Jonathan DouglasCitizens Securities, Inc.Ameriprise Financial Services, LLC01-07-2019
Andrew Justin HessPruco Securities, LLC.Ameriprise Financial Services, LLC12-13-2019
Andrew Wayne KernLincoln Financial Advisors CorporationAmeriprise Financial Services, LLC$1005-20-2013
Andy Ross SchinkBCR Financial Services, LLCAmeriprise Financial Services, LLC$1001-15-2010
Anthony Earl ReeseNYLIFE Securities LLCAmeriprise Financial Services, LLC04-19-2018
Barry Arthur RucksLPL Financial LLCAmeriprise Financial Services, LLC$5005-09-2019
Barry Boyd Blount Sr.Insight Advisors, LLCAmeriprise Financial Services, LLC01-22-2014
Benjamin Neil HaasLPL Financial LLCAmeriprise Financial Services, LLC04-25-2013
Brad Joseph SchneiderPrivate Advisor Group, LLCAmeriprise Financial Services, LLC03-30-2012
Bradley John HilbertMid Atlantic Capital CorporationAmeriprise Financial Services, LLC11-13-2009
Brendan C. DooleyMeaningful Wealth Management LLCAmeriprise Financial Services, LLC12-17-2018
Brian John ClouseMid Atlantic Capital CorporationAmeriprise Financial Services, LLC11-02-2009
Brittany Louise JorgensenMid Atlantic Financial Management, Inc.Ameriprise Financial Services, LLC12-16-2016
Bryan Adam KupchikLPL Financial LLCAmeriprise Financial Services, LLC$107-22-2016
Carlos MalagonPNC InvestmentsAmeriprise Financial Services, LLC08-28-2012
Cassandra Lynn KirbyBraun-Bostich & Associates Inc.Ameriprise Financial Services, LLC06-02-2017
Christopher Alan ZeidersCetera Advisor Networks LLCAmeriprise Financial Services, LLC12-09-2016
Christopher George GroeberPrivate Advisor Group, LLCAmeriprise Financial Services, LLC$5002-08-2013
Christopher Glynn YoderJFS Wealth Advisors, LLCAmeriprise Financial Services, LLC06-18-2018
Corey Herbert BirunasVanguard Marketing CorporationAmeriprise Financial Services, LLC03-03-2017
Dana Lee JohnstonLPL Financial LLCAmeriprise Financial Services, LLC09-09-2016
Daniel Robert HermanWells Fargo Clearing Services, LLCAmeriprise Financial Services, LLC$1004-09-2009
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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.