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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
William David JohnsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Brian Lee PromAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
David Paul MortonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Kimble Pierce HardmanAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Edward Anthony Gennrich Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
George Michael Baccich IIIAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Michael Daniel HandzoAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Victor John KatisAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Lun MaiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Bradley Leo RenbergAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Kevin Michael DolenAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Jonathan Thomas ReaAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Michael James CookAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
John Bruce SteurerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Spiro GarbisAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Scott David LorenzenAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Fraser Mcdonald DukeAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Paul Ellsworth Seals Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Paul Andrew AltobelliAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Joseph Anthony RomanoskiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Jeremy Paul KitamuraAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Paul Robert HarrisAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Catherine Adrienne CasteelAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
James Michael QuiatAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
James Michael MurphyAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
« Previous PageNext Page »

Showing 276 to 300 of 3,311 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

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 investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

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