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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jerome David PickarU.S. Bancorp Investments, Inc.KMS Financial Services, Inc.$5003-25-2019
Mark Arnold KluenderU.S. Bancorp Investments, Inc.Edward Jones$101-07-2019
Bradley Joseph LangeU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC$5011-07-2018
Kristian Carr ForsterU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC08-20-2018
Jeffrey Dean CanakesU.S. Bancorp Investments, Inc.Waddell & Reed08-06-2018
Eric A SwansonU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.$107-09-2018
Richard Wayne GaffU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2018
Justin Bryan FeigalU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.01-25-2018
Patrick Ryan WilkerU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.$101-24-2018
Daniel Patrick SchumannU.S. Bancorp Investments, Inc.Stifel, Nicolaus & Company, Incorporated12-08-2017
Melissa Rae BestulU.S. Bancorp Investments, Inc.AdvisorNet Wealth Management07-10-2017
Robert Alvin Cron Jr.U.S. Bancorp Investments, Inc.Bronfman E.L. Rothschild Capital, LLC$10003-31-2017
Richard Lewis FaatzU.S. Bancorp Investments, Inc.Cetera Investment Services LLC$15010-26-2016
Andrew Wayne JoskiU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.10-06-2016
Ian Lars IsaksonU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC08-30-2016
Matthew Landon BonniwellU.S. Bancorp Investments, Inc.American Enterprise Investment Services Inc.08-22-2016
Mark Richard OlsonU.S. Bancorp Investments, Inc.CUNA Brokerage Services, Inc.$2508-11-2016
Lisa Kay SchessoU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$5006-27-2016
Barbara Jane SagerU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC06-01-2016
Michael Scott Rookus Jr.U.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$112-17-2015
Bryan James PolleyU.S. Bancorp Investments, Inc.Allodium Investment Consultants, LLC$15007-29-2015
James Thomas KirkU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.$106-26-2015
Matthew Todd BrosseauU.S. Bancorp Investments, Inc.TIAA-CREF Individual & Institutional Services, LLC06-04-2015
Adama GuiroU.S. Bancorp Investments, Inc.Citigroup Global Markets Inc.$106-01-2015
Michael John Olson Jr.U.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.06-01-2015
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Showing 1 to 25 of 57 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.


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