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
Casey W. StickAmeriprise Financial Services, Inc.Edward Jones07-22-2019
Matt Michael HeardAmeriprise Financial Services, Inc.Edward Jones$1007-17-2019
James Patrick LoyetAmeriprise Financial Services, Inc.Edward Jones$10007-05-2019
Derek Lee CrihfieldAmeriprise Financial Services, Inc.Edward Jones07-05-2019
Henry KahenAmeriprise Financial Services, Inc.Edward Jones$5006-10-2019
John L Wilson Sr.Ameriprise Financial Services, Inc.Edward Jones06-07-2019
Jonathan Lee WarnerAmeriprise Financial Services, Inc.Edward Jones$2505-31-2019
Benjamin A. ReepAmeriprise Financial Services, Inc.Edward Jones05-03-2019
Matthew Kyle SimcoxAmeriprise Financial Services, Inc.Edward Jones04-17-2019
Jason Edward GreenAmeriprise Financial Services, Inc.Edward Jones$5003-22-2019
Jeff Robert ThomsenAmeriprise Financial Services, Inc.Edward Jones$1003-07-2019
Larry Don Graham Jr.Ameriprise Financial Services, Inc.Edward Jones$5003-01-2019
Daniel Joseph DoughertyAmeriprise Financial Services, Inc.Edward Jones$1003-01-2019
James Paul FarrellAmeriprise Financial Services, Inc.Edward Jones03-01-2019
Christopher SteinsholtAmeriprise Financial Services, Inc.Edward Jones03-01-2019
Deborah Ann ChristopherAmeriprise Financial Services, Inc.Edward Jones02-21-2019
Paul Matthew SmithAmeriprise Financial Services, Inc.Edward Jones$10002-15-2019
Ryan P. SmithAmeriprise Financial Services, Inc.Edward Jones02-15-2019
Matthew Dill LandryAmeriprise Financial Services, Inc.Edward Jones02-13-2019
Martin M. SohovichAmeriprise Financial Services, Inc.Edward Jones02-12-2019
Alexander SchamsAmeriprise Financial Services, Inc.Edward Jones02-01-2019
Debra Feaser, Michael EisenbraunAmeriprise Financial Services, Inc.Edward Jones$21511-02-2018
Gary Lawrence WaltersAmeriprise Financial Services, Inc.Edward Jones11-16-2018
Brenda Lynn GoekenAmeriprise Financial Services, Inc.Edward Jones$2511-15-2018
Michael Francis RichardsAmeriprise Financial Services, Inc.Edward Jones11-15-2018
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Showing 1 to 25 of 174 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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