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
Constantine Dino LembesisAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$20010-05-2009
Mark Andrew JankauskasAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$15010-05-2009
Christopher Lawrence BalcerowiakAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Jonathan Eric HunterAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Edward Leonard Weidman Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Michael Allen KingAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Michael Robert AlbrechtAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Christopher David MartinAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
William Christian MuellerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
James Charles MackAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Brad Jacob BromleyAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$2510-05-2009
Gary Raymond DenisAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$2510-05-2009
Jay Scott MurrayAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$2510-05-2009
Traver Scott Tremblay-GoodrichAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$2510-05-2009
Jeffrey Ralph KingzettAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$1010-05-2009
Barry Clayton GilbertsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Victor PeretiatkoAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Brian Keith BungeAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Ralph Timothy AlbersAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Jon Alan SchaferAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
James Glen VanderwallAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Anthony Scott CurnowAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Matthew Scott BrownAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Edward Anthony Gennrich Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Jonathan Thomas ReaAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
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Showing 1 to 25 of 49 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.

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