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
Gerry James CorriganAllstate Financial Services, LLCMML Investors Services, LLC11-18-2010
Alexander BlancoAllstate Financial Services, LLCMML Investors Services, LLC$104-22-2010
Arun VermaniAllstate Financial Services, LLCMML Investors Services, LLC03-23-2010
Joy WilnerAllstate Financial Services, LLCMML Investors Services, LLC02-01-2010
Douglas Louis RobbinsAllstate Financial Services, LLCMML Investors Services, LLC09-03-2009
John Daniel PintonAllstate Financial Services, LLCMML Investors Services, LLC07-01-2009
Charles Anthony DelmonteAllstate Financial Services, LLCMML Investors Services, LLC$105-13-2009
Christopher Connor RolfAltrius Capital Management, Inc.MML Investors Services, LLC08-13-2015
Robin Denise WellsAltus Investment GroupMML Investors Services, LLC04-12-2013
Alberto Hernan ChavezAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC$107-19-2018
William Daniel CostelloAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC06-27-2017
Alan David KahnAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC$2502-18-2014
William Paul KrauseAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC10-28-2013
Owen Thomas BerryAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC08-16-2012
John RossAmeriprise Financial Services, Inc.MML Investors Services, LLC03-15-2019
Jill WilliamsAmeriprise Financial Services, Inc.MML Investors Services, LLC$10005-25-2018
Todd David HandleyAmeriprise Financial Services, Inc.MML Investors Services, LLC$2505-25-2018
Philip Nathaniel HoweAmeriprise Financial Services, Inc.MML Investors Services, LLC05-04-2018
Ryan Patrick LambertAmeriprise Financial Services, Inc.MML Investors Services, LLC$5003-13-2018
Christopher John SprattAmeriprise Financial Services, Inc.MML Investors Services, LLC$102-01-2018
Mark J WellsAmeriprise Financial Services, Inc.MML Investors Services, LLC02-01-2018
Harold George HedgeAmeriprise Financial Services, Inc.MML Investors Services, LLC12-05-2017
Clement C ChiangAmeriprise Financial Services, Inc.MML Investors Services, LLC$2511-16-2017
Meiyi ChouAmeriprise Financial Services, Inc.MML Investors Services, LLC$5011-16-2017
Kelly Allen WoerdemanAmeriprise Financial Services, Inc.MML Investors Services, LLC$111-10-2017
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Showing 51 to 75 of 1,724 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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