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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter Anthony Balistreri Jr.Ameriprise Financial Services, Inc.J.P. Morgan Securities LLC06-14-2017
Craig S ConnerAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC02-17-2017
Ronald James HefnerAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC10-26-2016
Steve Sam TawadrousAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC01-08-2016
Eduardo GutierrezAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC$1011-09-2015
Donna V. Vail JuarezAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC10-09-2015
Lindsey Nicole ChapmanAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC08-24-2015
Renee M. HefnerAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC08-24-2015
Joseph Patrick MillerAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC08-21-2015
Christopher Allen TaylorAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC06-16-2015
Steven D. SchererAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC04-17-2015
Christopher Michael KingAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC$15002-06-2015
Daniel Emanuel BasingerAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC12-17-2014
Karen Claudine ToddAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC10-29-2014
Jack Yusheng LinAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC09-25-2014
George Stephen Connor Jr.Ameriprise Financial Services, Inc.J.P. Morgan Securities LLC02-14-2014
Michael LiguoriAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC12-13-2013
Jonathan Pike WoolleyAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC06-21-2013
Jonathan Spencer LondonAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC04-16-2012
Jason W ConnellAmeritas Investment Corp.J.P. Morgan Securities LLC04-03-2018
Kaysha Louise AndrewsArvest Wealth ManagementJ.P. Morgan Securities LLC08-02-2016
Koby Dale CrossArvest Wealth ManagementJ.P. Morgan Securities LLC09-01-2015
Alan M LoewyAvocet Capital Management LLCJ.P. Morgan Securities LLC03-23-2011
Matthew Thomas SheehanAXA Advisors, LLCJ.P. Morgan Securities LLC08-22-2019
Richard A LogalboAXA Advisors, LLCJ.P. Morgan Securities LLC$15004-18-2019
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Showing 26 to 50 of 1,819 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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