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
Robert John Bives IVAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Daniel Richard HallAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Brian David OrinickAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Dennis Roger AhlmAmeriprise Financial Services, Inc.Columbia Management Investment Distributors, Inc.10-05-2009
Gregg John TimuraAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Gary Douglas KulikAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Gordon Adam RennardAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Russell L BeckwithAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Angela Kay AdlerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Troy Alan NelsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Raymond Joseph Arruda Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Todd Kirk VolkartAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Kristopher Aaron JohannssenAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Andrew David TabaczukAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Eric A. WoodhouseAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Kevin Lewis KuntzAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Michael John Van BrienenAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Matthew Lawrence DombrowskiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Kelly MillerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
William Michael SteadmanAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Michael Robert Pohlod Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Kenneth Eric SwopeAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Troy Lane BankstonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Daniel Lloyd HanveyAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Darrin Michael PolomskyAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
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Showing 351 to 375 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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