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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ross Edward PerkinsAmeriprise Financial Services, LLCUBS Financial Services Inc.$15008-28-2020
Bryan Dean HarastyAmeriprise Financial Services, LLCEdward Jones08-14-2020
Eric David Robinson SrAmeriprise Financial Services, LLCPruco Securities, LLC.$2505-20-2020
Richard Allen BieleckiAmeriprise Financial Services, LLCBMO Harris Financial Advisors, Inc.$2502-14-2020
Kelley Ann MaguireAmeriprise Financial Services, LLCBMO Harris Financial Advisors, Inc.01-09-2020
William Joseph NagyAmeriprise Financial Services, LLCMML Investors Services, LLC01-02-2020
J Grant GourleyAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$5009-30-2019
Tonja Godfrey RutseyAmeriprise Financial Services, LLCRaymond James & Associates, Inc.09-26-2019
Edward Wall OchoaAmeriprise Financial Services, LLCLPL Financial LLC$2506-28-2019
Gregory Alfredo ChonaAmeriprise Financial Services, LLCIHT Wealth Management LLC$9001-16-2019
Benjamin Riley BryanAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC01-16-2019
Gordon Leonard BryanAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$1,00012-18-2018
Angie Messer Greg RustAmeriprise Financial Services, LLCHilliard Lyons$18212-14-2018
J Gregory RustAmeriprise Financial Services, LLCJ.J.B. Hilliard, W.L. Lyons, LLC$15012-14-2018
Angela Marie MesserAmeriprise Financial Services, LLCJ.J.B. Hilliard, W.L. Lyons, LLC$15012-14-2018
Frank Richard VolkersAmeriprise Financial Services, LLCIPI Wealth Management, Inc.11-26-2018
Janet Roxanne VolkersAmeriprise Financial Services, LLCIPI Wealth Management, Inc.$11411-26-2018
Sonya Teresa DotyAmeriprise Financial Services, LLCIPI Wealth Management, Inc.11-26-2018
Kyle Richard VolkersAmeriprise Financial Services, LLCIPI Wealth Management, Inc.11-26-2018
Melvin Kkeith KruegerAmeriprise Financial Services, LLCInvestment Planners, Inc.11-26-2018
Gina Marie Van BarenAmeriprise Financial Services, LLCSecurities America, Inc.10-12-2018
Robert Nelson DeardorffAmeriprise Financial Services, LLCEdward Jones07-12-2018
Charles Gemmer Adam Gemmer Brent Gramman Ronan MarraAmeriprise Financial Services, LLCEquitable Advisors, LLC$15002-01-2018
Charles Perry GemmerAmeriprise Financial Services, LLCEquitable Advisors, LLC02-01-2018
Brent James GrammanAmeriprise Financial Services, LLCEquitable Advisors, LLC02-01-2018
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Showing 1 to 25 of 54 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.