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.

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
Thomas Matthew MinnickAmeriprise Financial Services, LLCBlackstone Wealth Management, Inc.03-03-2020
John K. NataleAmeriprise Financial Services, LLCForeside Financial Services, LLC03-02-2020
Douglas Karl EverettAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.02-07-2020
Trevor Jack DowningAmeriprise Financial Services, LLCAXA Advisors, LLC01-10-2020
Douglas Allen GildenmeisterAmeriprise Financial Services, LLCRaymond James & Associates, Inc.11-22-2019
Sandra Lynn TomaszyckiAmeriprise Financial Services, LLCRaymond James & Associates, Inc.11-22-2019
James Clyde Davis IVAmeriprise Financial Services, LLCRaymond James & Associates, Inc.11-22-2019
Tyler David ClarkAmeriprise Financial Services, LLCMorgan Stanley$5010-18-2019
Diane L RossAmeriprise Financial Services, LLCStifel, Nicolaus & Company, Incorporated10-11-2019
Robert A FerraroAmeriprise Financial Services, LLCStifel, Nicolaus & Company, Incorporated10-11-2019
Steven PapakirkAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC09-12-2019
Mark Edward BurtonAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$1,00008-29-2019
Jacob Tyler LarrisonAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC07-18-2019
Derek Lee CrihfieldAmeriprise Financial Services, LLCEdward Jones07-05-2019
Tyler Eric RenchAmeriprise Financial Services, LLCAXA Advisors, LLC06-27-2019
Tara Jean ShowalterAmeriprise Financial Services, LLCEquity Services, Inc.05-31-2019
Yury Alexander FridmanAmeriprise Financial Services, LLCAXA Advisors, LLC03-27-2019
James Edward JohnsonAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$5002-22-2019
Matthew Erik HeitmanAmeriprise Financial Services, LLCFifth Third Securities, Inc.02-13-2019
Brian James McConnellAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.01-22-2019
Shiri Mae AyalonAmeriprise Financial Services, LLCSpectrum Financial Solutions, Inc.11-15-2018
Christopher D. SchalkAmeriprise Financial Services, LLCPNC Investments11-14-2018
Joel David RailsbackAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC11-13-2018
Justin W WagnerAmeriprise Financial Services, LLCMorgan Stanley10-09-2018
Lauren C. RunyonAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.09-26-2018
Next Page »

Showing 1 to 25 of 199 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8

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.