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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Corbit CalabroAmeriprise Financial Services, LLCCetera Investment Advisers LLC05-01-2020
Susan McLeanAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC04-30-2020
Kevin Wayne WhiteAmeriprise Financial Services, LLCTD Ameritrade, Inc.04-29-2020
Paul Sutton KoslingAmeriprise Financial Services, LLCBenjamin F. Edwards & Company, Inc.04-22-2020
Bradley Taylor MillerAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC04-20-2020
Mark Robert BrosaAmeriprise Financial Services, LLCEdward Jones04-20-2020
Timothy James O'ConnorAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$1,00004-17-2020
Ronald Scott BrightAmeriprise Financial Services, LLCEdward Jones$14704-14-2020
Brendan Edward LynchAmeriprise Financial Services, LLCAXA Advisors, LLC04-14-2020
Ryan Thomas MclinAmeriprise Financial Services, LLCLincoln Financial Advisors Corporation04-09-2020
William H. Hecklick IIIAmeriprise Financial Services, LLCWesBanco Securities, Inc.04-03-2020
Timothy J KoesterAmeriprise Financial Services, LLCU.S. Bancorp Investments, Inc.04-03-2020
Bradley D. McElwainAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC04-01-2020
Hampton B. BourneAmeriprise Financial Services, LLCLPL Financial LLC$10003-31-2020
Ronald Lawrence Phelps Jr.Ameriprise Financial Services, LLCMorgan Stanley$13403-27-2020
Gregory Michael SilvaAmeriprise Financial Services, LLCLPL Financial LLC$1003-27-2020
Jacob Addison HamusAmeriprise Financial Services, LLCMorgan Stanley$1003-27-2020
Armando Javier MerinoAmeriprise Financial Services, LLCAXA Advisors, LLC03-27-2020
Kevin David AndersonAmeriprise Financial Services, LLCEdward Jones03-27-2020
Sidney Jacqueline AvilaAmeriprise Financial Services, LLCMorgan Stanley03-25-2020
Gary Jason WeinleinAmeriprise Financial Services, LLCAvantax Investment Services, Inc.03-24-2020
Alan Charles RayAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$12903-20-2020
Ellen Carol ZaneAmeriprise Financial Services, LLCUBS Financial Services Inc.$18103-20-2020
Simon John WheeldonAmeriprise Financial Services, LLCUBS Financial Services Inc.$10003-20-2020
Achilleas PsihudakisAmeriprise Financial Services, LLCB. Riley Wealth Management03-20-2020
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Showing 1 to 25 of 4,899 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.