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
Anthony Scott CurnowAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Glen Frederick HillgerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Dennis Robert BetzAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Jay Allen DobbsAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Leland Frank QuinnAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Kenneth FonteynAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Gary Byron DuncoAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Albert Otto BraunAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Michele Marie GilesAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Rodney Adam SchmitzAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Joseph Nathan DillerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Therisa Marie HaganAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Debra Ann WoodardAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Mark Donald KendallAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Scott Henry AbramsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
John Frederick HayesAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Donald Paul JohannesAmeriprise 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
Fernando Patron IIIAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Pamela Potter MatthewsAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Mark Ronald AndrewsAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Tommy Joe ScrogginsAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Jon Christopher WaldeckAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
James Wallace DicoccoAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Marcella Ree LeesAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
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Showing 251 to 275 of 3,311 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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