Advisers on the Move TEST

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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abigail Allison LinnAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$25007-10-2017
Amy Jennifer BoyleAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-24-2017
Anne Louise GaryAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$25009-14-2015
Anthony J Cifelli Jr.Ameriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50006-16-2017
Barry George Krisko Jr.Ameriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-13-2020
Bernard Roland JohnsonAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10009-30-2019
Brian Daniel HaehlAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10010-12-2018
Brian Gregory LongAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-23-2017
Bruce Dantzler HiggisonAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10001-31-2020
Bryan David PalonisAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10005-30-2017
Calvin Dean HepperAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$25008-24-2018
Christopher Joseph KoningAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-23-2017
Cindy Speigner CornetteAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50011-01-2019
Daniel Arend StyfAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-30-2017
David Carl VorbeckAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-30-2017
David Scott GordonAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$25002-13-2009
Dinah Lee ShelleyAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10002-01-2018
Duc Tien TranAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50006-04-2012
Eli Todd RebichAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$25010-23-2017
Gary Eugene WilliamsAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50005-30-2017
Gary Lee JacksonAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-30-2017
J Grant GourleyAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50009-30-2019
Jacob Tyler LarrisonAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10007-18-2019
Jed S. McCrumbAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$11005-30-2017
John Allan RodgersAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-29-2019
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Showing 1 to 25 of 56 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.