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
Amanda Michele GibbAmeriprise Financial Services, Inc.RBC Capital Markets, LLC11-20-2018
Donald Joseph Cianto Jr.Ameriprise Financial Services, Inc.RBC Capital Markets, LLC05-29-2018
Anthony John SalernoAmeriprise Financial Services, Inc.RBC Capital Markets, LLC12-07-2017
Curtis John PetersonAmeriprise Financial Services, Inc.RBC Capital Markets, LLC08-30-2017
Duane L. DollarAmeriprise Financial Services, Inc.RBC Capital Markets, LLC06-07-2016
Paul GordonAmeriprise Financial Services, Inc.RBC Capital Markets, LLC04-05-2016
Daniel Evan GordonAmeriprise Financial Services, Inc.RBC Capital Markets, LLC03-24-2016
Justin Hayden WoelperAmeriprise Financial Services, Inc.RBC Capital Markets, LLC10-04-2013
Cheryl Ann SovaAmeriprise Financial Services, Inc.RBC Capital Markets, LLC09-13-2013
Stephen Roger O'NeillAmeriprise Financial Services, Inc.RBC Capital Markets, LLC06-21-2013
Christopher Drake BentleyAmeriprise Financial Services, Inc.RBC Capital Markets, LLC06-11-2013
Kendra Elaine KearneyAmeriprise Financial Services, Inc.RBC Capital Markets, LLC08-08-2012
Larry Wayne MeltonAmeriprise Financial Services, Inc.RBC Capital Markets, LLC12-16-2011
Stephen J CarrioneAmeriprise Financial Services, Inc.RBC Capital Markets, LLC07-15-2011
Mario GabaldaAmeriprise Financial Services, Inc.RBC Capital Markets, LLC12-17-2010
Darin John SchubringAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$1004-04-2014
Bradley L HensleyAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$1008-16-2013
Jeffrey Warren DobbelmannAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$2508-24-2018
Richard Michael BintliffAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$2512-04-2015
Colin Calvin RathAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$2511-27-2015
Moreland Binford BellAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$2511-18-2011
Charles Andrew SanfordAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$5008-24-2018
Ronald Noel MasonAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$5008-23-2018
Theodore John HamlinAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$5007-21-2017
Patrick Allen PorterAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$5001-20-2017
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Showing 1 to 25 of 47 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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