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
Joseph Allen HebertAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
William Joseph SheehanAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Victor PeretiatkoAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Thomas Patrick Collins Jr.Ameriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Stanton Kent DwightAmeriprise 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
Robert John MongelliAmeriprise 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
Vestana Von Achen AhlenAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
David Charles WallsAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Alan Charles JaksAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Irwin Martin KulmanAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Russell Stewart RosinAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Victoria Lynne BlackAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Bryant Paul WeintraubAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Charles Michael ReningerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Michael Richard McCawAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Stewart Lasher StothoffAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
David Paul FloehAmeriprise 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
Tracey L CramerAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Jeffrey Patrick LoiselleAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
David William HarrellAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Judith Claire SingerAmeriprise 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
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Showing 226 to 250 of 3,309 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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