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
Michael Frederick DanielsAmeriprise Advisor Services, Inc.Morgan Stanley$25006-26-2009
Paul Charles DemarkAmeriprise Financial Services, Inc.Morgan Stanley$15003-29-2019
Todd Mark M AdamsAmeriprise Financial Services, Inc.Morgan Stanley$10006-15-2018
Lauren Kelly KeilmanAmeriprise Financial Services, Inc.Morgan Stanley$60006-15-2017
Sheetal PatelAmeriprise Financial Services, Inc.Morgan Stanley$50006-09-2017
Robert Hal DennisAmeriprise Financial Services, Inc.Morgan Stanley$10006-02-2017
Kenneth Edward DempsAmeriprise Financial Services, Inc.Morgan Stanley$25006-02-2017
Jay B. MackenzieAmeriprise Financial Services, Inc.Morgan Stanley06-02-2017
Matt Michael LindgrenAmeriprise Financial Services, Inc.Morgan Stanley05-25-2016
Mark Anthony CzarneckiAmeriprise Financial Services, Inc.Morgan Stanley$20001-22-2016
Jared Owen McnuttAmeriprise Financial Services, Inc.Morgan Stanley$10006-27-2014
Jeffrey David LynnAmeriprise Financial Services, Inc.Morgan Stanley$50004-17-2014
Pedro Luis LlanesAmeriprise Financial Services, Inc.Morgan Stanley$88010-18-2013
Kathleen Marie SnyderAmeriprise Financial Services, Inc.Morgan Stanley$10007-20-2012
Valerija Erna CastroAmeriprise Financial Services, Inc.Morgan Stanley$25005-11-2012
Don Weston GoetcheusAmeriprise Financial Services, Inc.Morgan Stanley$25001-13-2012
Rakesh Nmi BhartiAmeriprise Financial Services, Inc.Morgan Stanley$25009-20-2010
Raymond Carl RitterB. Riley Wealth ManagementMorgan Stanley03-07-2011
David Albert MeyersB. Riley Wealth ManagementMorgan Stanley$50010-01-2010
Don Bradley Gill IIIBKS Advisors, LLCMorgan Stanley12-01-2017
Joseph Paul HarmonCambridge Investment Research, Inc.Morgan Stanley05-01-2013
Alan Blake McLellanCetera Advisors LLCMorgan Stanley$50012-12-2018
Luke Logan YocomCetera Investment Services LLCMorgan Stanley04-13-2017
Bryan SchonChase Investment ServicesMorgan Stanley$20511-01-2012
Frank James FranklinChase Investment Services Corp.Morgan Stanley10-11-2011
Next Page »

Showing 1 to 25 of 243 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.