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
Keenan Thomas James MeitnerU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.08-06-2019
John Douglas WilliamsU.S. Bancorp Investments, Inc.LPL Financial LLC$1307-15-2019
Jennifer Lynn PoeU.S. Bancorp Investments, Inc.RBC Capital Markets LLC06-13-2019
Xavier HorsfallU.S. Bancorp Investments, Inc.PFS Investments Inc.06-03-2019
Christopher D. FetzerU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.$105-31-2019
Robert Michael MossU.S. Bancorp Investments, Inc.Morgan Stanley05-28-2019
Robert Michael MossU.S. Bancorp Investments, Inc.Morgan Stanley05-28-2019
Eric Charles HudsonU.S. Bancorp Investments, Inc.Fidelity Personal and Workplace Advisors03-27-2019
Jerome David PickarU.S. Bancorp Investments, Inc.KMS Financial Services, Inc.$5003-25-2019
Antonio Rafael RosadoU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.$1003-14-2019
Mohammed Safieddine AyalaU.S. Bancorp Investments, Inc.LPL Financial LLC03-14-2019
Christopher Hong-Pui YeungU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2019
Luba JewellU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2019
Megan Dean RichterU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$103-04-2019
Edward M. SkornickaU.S. Bancorp Investments, Inc.PNC Investments02-27-2019
Ted Gordon HansonU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC02-21-2019
Michael James RodgersU.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC02-19-2019
Jacob Tyler KohutU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC02-08-2019
Michael J DeleonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-29-2019
Brian M. SonbyU.S. Bancorp Investments, Inc.PNC Investments$15001-18-2019
Donald Wade SteffinsU.S. Bancorp Investments, Inc.Edward Jones$2501-18-2019
Mark Arnold KluenderU.S. Bancorp Investments, Inc.Edward Jones$101-07-2019
Shawn Scott LorionU.S. Bancorp Investments, Inc.Fortune Financial Services, Inc.01-02-2019
Edwin Shanil KumarU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC12-05-2018
Michael Shane KundingerU.S. Bancorp Investments, Inc.Morgan Stanley12-05-2018
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Showing 1 to 25 of 793 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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