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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shawn Edwood WilsonLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$10008-02-2010
R. Jason Jason HorwitzLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.03-13-2009
Peter Damian PalazzoLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.11-04-2013
Paul John CrawfordLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$10001-28-2016
Paul Coleman Koenig Jr.Lincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$10009-02-2011
Nilda Lee VaseyLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.12-18-2013
Michael Joseph LopataLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.04-05-2010
Megan Louise SpainLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$10001-05-2009
Lance Aaron LeimbergLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$50001-28-2011
Joshua Ross StarkLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$25011-15-2013
James Craig GriffisLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$10008-21-2018
Heidi Marie PattersonLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.01-15-2016
Gulsanga JalawanLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$50010-18-2011
Gary William Paul Jr.Lincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$25005-21-2014
Erik Alexander LillibridgeLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.02-03-2014
Erik Alan ScudderLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$50011-15-2013
Don Eugene MeredithLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$17005-06-2011
Clark Archie PageLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.03-03-2015
Christopher James O'BrienLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.12-20-2019
Catherine Dale BearceLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$50005-24-2013
Brian Reed BrownLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$50012-04-2015
Anthony Blake WilsonLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.01-03-2017
Andrew Wayne KernLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$10005-20-2013
Andrew Paul GoetzLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.03-13-2018
Amy Janelle ViolanteLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.11-03-2017

Showing 1 to 25 of 25 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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