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
Duc Tien TranAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5006-04-2012
Joseph Lavoyd PatesAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-04-2012
Jose Ricardo HernandezAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15008-14-2012
John Joseph Lupi Jr.Ameriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5008-14-2012
Regina SingerAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$3508-14-2012
Richard Steven KarpinskiAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2508-14-2012
Leslie Lavern HowardAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2508-30-2012
John Samuel TrecasoAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC12-06-2012
Matthew Adam CizlerAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-22-2013
Joseph Martin GasnickAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10011-28-2016
Amy Jennifer BoyleAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-24-2017
Vincent Joseph CrapelliAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2503-31-2017
David Carl Vorbeck, Paul Jason Kuzemka, Gary Eugene Williams, Thomas Edward Gregory, Stephen F. Dunnuck, Kenneth J. Williams, John Thomas Hays III, Timothy Allen Knapper, Jed S. McCrumb, Stephen Wien, Robert Ray RollinsAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-30-2017
Paul Henry CoderreAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2506-02-2017
Abigail Allison LinnAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-10-2017
Eli Todd RebichAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-23-2017
Brian Gregory LongAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-23-2017
Patrick Anthony GarciaAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1012-01-2017
Roger Deveney DaelAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-17-2018
Patrick William DailyAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2508-17-2018
Calvin Dean HepperAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2508-24-2018
Brian Daniel HaehlAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-12-2018
Jacob Tyler LarrisonAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-18-2019

Showing 1 to 23 of 23 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.