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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrea Morgan Stackland-Winterer, Kevin Patrick GarlandCommonwealth Financial NetworkAmeriprise Financial Services, Inc.12-04-2009
Beata DragovicsCommonwealth Financial NetworkAmeriprise Financial Services, Inc.07-26-2013
Bill Amatuzzo, Mike MagnaniCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$12007-16-2018
Brett David DoddsCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$1010-31-2014
Brett Russell SaideCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$5012-21-2016
Cheryl Evans LawlessCommonwealth Financial NetworkAmeriprise Financial Services, Inc.06-12-2012
Cheryl Jean GrochowskiCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$1006-24-2016
Christopher Gerard MurphyCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$2504-28-2017
Daniel Edward Murphy, Joseph David Matza Jr., Paul Wayne EyreCommonwealth Financial NetworkAmeriprise Financial Services, Inc.07-08-2009
Daniel Jonathan BrownCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$5003-03-2017
David Alan PalermoCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$2504-20-2018
David Andrew RampelloCommonwealth Financial NetworkAmeriprise Financial Services, Inc.02-03-2012
David Edward Ward, William Wade HatcherCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$5001-05-2009
David Paul ZambitoCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$2504-20-2018
Deanna Yvonne MorellCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10002-01-2013
Dennis Alan AsaroCommonwealth Financial NetworkAmeriprise Financial Services, Inc.09-14-2018
Douglas Adam BoneparthCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10011-16-2012
Edward Leo Bayarski Jr.Commonwealth Financial NetworkAmeriprise Financial Services, Inc.$15011-11-2011
Elizabeth Karen KroghCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$1006-24-2016
Glenn Robert Dehollander, Roy Peter JanseCommonwealth Financial NetworkAmeriprise Financial Services, Inc.07-10-2009
Harsh MehraCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$5001-05-2009
James John IozzoCommonwealth Financial NetworkAmeriprise Financial Services, Inc.10-23-2015
James John ZienCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10009-28-2018
Jay Edward BarishCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$2509-27-2011
Jay Kenneth WallickCommonwealth Financial NetworkAmeriprise Financial Services, Inc.11-21-2018
Next Page »

Showing 1 to 25 of 71 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.