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
Drew Peter GranauroAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Jacob Thomas FitzgeraldAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Joseph Rudolph GallowayAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Joshua Christian NalliAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
George Michael SadowskiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Brian Denis McNamaraAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
David Alan HelfandAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Jeffrey Todd MumperAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Jonathan Eric HunterAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Diane Elizabeth WarnaarAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Donald Leighton CimarustiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Joseph Daniel Donahue Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Richard Berg Zsakany Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Mathew James HarringtonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Kevin J MaddenAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$10010-05-2009
Edwin C. Mayer NjAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.$5010-05-2009
Edwards Dorroh BrawleyAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Jeffrey Dana LynnAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.$5010-05-2009
Stephen Fulton BoutonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Richard George KochAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Steven Lynn SmithAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
John Meade ThrowerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
John Jeffrey TarterAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Vincent Devos La CavaAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
Dawn Marie WilliamsAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$5010-05-2009
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Showing 101 to 125 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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