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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Trigona, Lawrence StateAmeriprise Financial Services, Inc.Raymond James$15002-17-2017
Anthony TrigonaAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$1,00002-17-2017
Lawrence Steven StateAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$6302-17-2017
Edward Michael DonnerAmeriprise Financial Services, Inc.LPL Financial LLC$2502-27-2017
Julie Gay MekhailAmeriprise Financial Services, Inc.Edward Jones$1003-31-2017
Michael Jeffrey KorstenAmeriprise Financial Services, Inc.Morgan Stanley05-12-2017
Brian Michael MegibowAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.$5005-25-2017
Kevin David CallagyAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.06-23-2017
Bob Emerson, Sean Stevenson, Tom Eisenhuth, Bill McKeeAmeriprise Financial Services, Inc.Morgan Stanley$34107-07-2017
Sean Gregory StevensonAmeriprise Financial Services, Inc.Morgan Stanley$20007-07-2017
Robert Echols Emerson Jr.Ameriprise Financial Services, Inc.Morgan Stanley$8307-07-2017
Thomas John EisenhuthAmeriprise Financial Services, Inc.Morgan Stanley$8307-07-2017
Timothy John WagnerAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$5007-07-2017
Abigail Allison LinnAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-10-2017
Julie Lyn BetoniAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$2507-21-2017
Tim I CherryAmeriprise Financial Services, Inc.LPL Financial LLC07-28-2017
Alan BlenderAmeriprise Financial Services, Inc.Morgan Stanley$19808-11-2017
Alan Michael BlenderAmeriprise Financial Services, Inc.Morgan Stanley$5008-11-2017
Cindy Lee AbramovicAmeriprise Financial Services, Inc.Morgan Stanley$12008-31-2017
Francis CerovacAmeriprise Financial Services, Inc.Morgan Stanley$5008-31-2017
Erin Wynn Masters, Galin Wynn CristAmeriprise Financial Services, Inc.Raymond James$14109-22-2017
Erin Wynn MastersAmeriprise Financial Services, Inc.Raymond James Financial Services Advisors, Inc$10009-22-2017
Galin Wynn CristAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-22-2017
Ryan Matthew AughtryAmeriprise Financial Services, Inc.Waddell & Reed09-22-2017
Wanda Lynn GoodAmeriprise Financial Services, Inc.LPL Financial LLC10-25-2017
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Showing 226 to 250 of 316 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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