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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abigail Allison LinnAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$2507-10-2017
Adam Matthew GoldsteinAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$10002-19-2020
Adrian Davis De MontluzinAmeriprise Financial Services, LLCUBS Financial Services Inc.$10009-11-2020
Adrienne Deanna DavisAmeriprise Financial Services, LLCRaymond James & Associates, Inc.06-30-2020
Adrienne M OsorioAmeriprise Financial Services, LLCMorgan Stanley04-08-2019
Alan BlenderAmeriprise Financial Services, LLCMorgan Stanley$19808-11-2017
Alan Michael BlenderAmeriprise Financial Services, LLCMorgan Stanley$15008-11-2017
Alejandro Antonio BuenoAmeriprise Financial Services, LLCHarwood Advisory Group, LLC09-19-2017
Alexander Turner Thomas IvAmeriprise Financial Services, LLCFSC Securities Corporation$15008-15-2018
Amanda Leigh TabachnickAmeriprise Financial Services, LLCPruco Securities, LLC.$1010-19-2018
Andrew M WatkinsAmeriprise Financial Services, LLCMorgan Stanley$15009-04-2020
Angela Lucille ColoretAmeriprise Financial Services, LLCMorgan Stanley10-10-2018
Anthony TrigonaAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$2502-17-2017
Anthony Trigona Lawrence StateAmeriprise Financial Services, LLCRaymond James$15002-17-2017
Asuzu E Ibeawuchi JrAmeriprise Financial Services, LLCMorgan Stanley11-04-2011
Barbara Lee DugginsAmeriprise Financial Services, LLCMorgan Stanley$5008-19-2016
Barry Mitchell DershawAmeriprise Financial Services, LLCMorgan Stanley$5005-03-2019
Benjamin A ReepAmeriprise Financial Services, LLCEdward Jones05-03-2019
Benjamin Jay SilbermanAmeriprise Financial Services, LLCOppenheimer & Co. Inc.$10008-31-2012
Bob Emerson Sean Stevenson Tom Eisenhuth Bill McKeeAmeriprise Financial Services, LLCMorgan Stanley$34107-07-2017
Brad Bersh Terrence McCreanor Dana MessinaAmeriprise Financial Services, LLCMorgan Stanley$38502-03-2017
Brad S BershAmeriprise Financial Services, LLCMorgan Stanley$21802-03-2017
Brandon Marc FlynnAmeriprise Financial Services, LLCMetLife Securities Inc.09-09-2016
Brian CaseyAmeriprise Financial Services, LLCMorgan Stanley$7701-16-2015
Brian Joseph CaseyAmeriprise Financial Services, LLCMorgan Stanley01-20-2015
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Showing 1 to 25 of 323 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.