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
Ben D David DembinA.G.P. / Alliance Global PartnersMorgan Stanley$5405-15-2019
Eric J. JacksonAllen & Company of Florida, Inc.Morgan Stanley06-06-2019
Thomas Alan BixbyAllen & Company of Florida, Inc.Morgan Stanley02-22-2013
Daniel Joseph AbelAmerican Portfolios Financial Services, Inc.Morgan Stanley$5001-16-2018
Barry Mitchell DershawAmeriprise Financial Services, Inc.Morgan Stanley$5005-03-2019
Keith Matthew KordichAmeriprise Financial Services, Inc.Morgan Stanley$10001-11-2019
Edward Albert CarterAmeriprise Financial Services, Inc.Morgan Stanley$5711-23-2018
Robert Francis ColoretAmeriprise Financial Services, Inc.Morgan Stanley$5410-05-2018
Jason Andrew AjmoAmeriprise Financial Services, Inc.Morgan Stanley$19108-03-2018
Vincent Michael MageeAmeriprise Financial Services, Inc.Morgan Stanley$2507-27-2018
Cindy Lee AbramovicAmeriprise Financial Services, Inc.Morgan Stanley$12008-31-2017
Francis CerovacAmeriprise Financial Services, Inc.Morgan Stanley$5008-31-2017
Alan BlenderAmeriprise Financial Services, Inc.Morgan Stanley$19808-11-2017
Alan Michael BlenderAmeriprise Financial Services, Inc.Morgan Stanley$5008-11-2017
Bob Emerson, Sean Stevenson, Tom Eisenhuth, Bill McKeeAmeriprise Financial Services, Inc.Morgan Stanley$34107-07-2017
Sean Gregory StevensonAmeriprise Financial Services, Inc.Morgan Stanley$20007-07-2017
Robert Echols Emerson Jr.Ameriprise Financial Services, Inc.Morgan Stanley$8307-07-2017
Thomas John EisenhuthAmeriprise Financial Services, Inc.Morgan Stanley$8307-07-2017
Michael Jeffrey KorstenAmeriprise Financial Services, Inc.Morgan Stanley05-12-2017
Brad Bersh, Terrence McCreanor, Dana MessinaAmeriprise Financial Services, Inc.Morgan Stanley$38502-03-2017
Brad S BershAmeriprise Financial Services, Inc.Morgan Stanley$21802-03-2017
Dana Susan MessinaAmeriprise Financial Services, Inc.Morgan Stanley$5002-03-2017
Jordan Ray StarrAmeriprise Financial Services, Inc.Morgan Stanley$8912-08-2016
Jeffrey David BlumAmeriprise Financial Services, Inc.Morgan Stanley$5012-07-2016
Barbara Lee DugginsAmeriprise Financial Services, Inc.Morgan Stanley$5008-19-2016
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Showing 1 to 25 of 575 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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