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 CivilettiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Charles James PinigisAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
James Vincent BuattiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Nathan Michael ForetAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Eric Jason VospetteAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Mark Howard DavidsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Stephen Frederick O'NeillAmeriprise Financial Services, Inc.Morgan Stanley10-05-2009
Eddie Chewkwong ChanAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Michael AdinovichAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Mark John MassonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Luis Vincent MendiolaAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
David Brian LoderAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
John Anthony Magadini Jr.Ameriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.10-05-2009
Sean Bryant ChrissingerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Daniel Andrew ShontereAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Stanley Christopher PerkowskiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Bruce Robert WingroveAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Paul Bijan KalaniAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Chris Lee SaulAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Pamela Joan SmithAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Henry Elon Slyker IIAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Ronald John HaleyAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Randy Lee StewartAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Steven Thomas KingAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Steven Matthew RabinAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
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Showing 301 to 325 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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