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
Jeanne J. PetersonAmeriprise Financial Services, Inc.MetLife Securities Inc.$1009-09-2016
Jeffery Grant IselerAmeriprise Financial Services, Inc.JHS Capital Advisors, LLC08-14-2015
Jeffrey Alan GreenwaldAmeriprise Financial Services, Inc.Morgan Stanley$5001-13-2012
Jeffrey David BlumAmeriprise Financial Services, Inc.Morgan Stanley$5012-07-2016
Jeffrey EagleAmeriprise Financial Services, Inc.Mora WM Securities$9907-20-2018
Jeffrey Lynn ToadvineAmeriprise Financial Services, Inc.Ingram Advisory Services, LLC$2511-09-2012
Jeffrey Mark EagleAmeriprise Financial Services, Inc.Mora WM Securities$5008-03-2018
Jeffrey Neil HessAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$2510-05-2009
Jeffrey Thomas ConroyAmeriprise Financial Services, Inc.Morgan Stanley$5006-26-2015
Jeremy Thomas St CroixAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$2510-05-2009
Joe Tom King Jr.Ameriprise Financial Services, Inc.Raymond James & Associates, Inc.01-04-2019
Joel Arthur PostAmeriprise Financial Services, Inc.JHS Capital Advisors, LLC10-06-2015
John Anthony NicolosiAmeriprise Financial Services, Inc.Summit Brokerage Services, Inc.$15010-14-2016
John Blase LevitzAmeriprise Financial Services, Inc.Morgan Stanley$5002-03-2012
John E. LedfordAmeriprise Financial Services, Inc.Commonwealth Financial Network$13809-05-2014
John Edward LedfordAmeriprise Financial Services, Inc.Commonwealth Financial Network$5009-05-2014
John Frederick HayesAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
John Hartley HowardAmeriprise Financial Services, Inc.ProEquities, Inc.$5005-16-2016
John Joseph Lomba Jr.Ameriprise Financial Services, Inc.RiverSource Distributors, Inc.06-27-2016
John Joseph ZangariAmeriprise Financial Services, Inc.Morgan Stanley$10011-30-2012
John LevitzAmeriprise Financial Services, Inc.Morgan Stanley$8702-03-2012
John Robert Anastasia Jr.Ameriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$15008-31-2018
John RojasAmeriprise Financial Services, Inc.Wells Fargo Advisors$7002-06-2015
John Stewart FletcherAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.$2509-10-2010
Jon E HillAmeriprise Financial Services, Inc.MetLife Securities Inc.06-30-2016
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Showing 126 to 150 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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