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
Brent William NeihartAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC10-06-2017
Brian Scott PalkowitshAmeriprise Financial Services, Inc.Transamerica Financial Advisors, Inc$5002-21-2014
Camdon Welch FellsAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$2110-06-2017
Chad Michael DavisAmeriprise Financial Services, Inc.Ameriprise Advisor Services, Inc.$1010-05-2009
Chad Stephen LanghoferAmeriprise Financial Services, Inc.Independent Financial Group, LLC$1010-21-2016
Christine Renee LangAmeriprise Financial Services, Inc.Waddell & Reed02-20-2015
Christopher M. JacobyAmeriprise Financial Services, Inc.Waddell & Reed02-13-2019
Daniel Ross McMahonAmeriprise Financial Services, Inc.Uvest Financial Services Group, Inc.09-21-2011
Daniel Wayne CookAmeriprise Financial Services, Inc.Investment Professionals, Inc.$2506-22-2018
Darren Eugene PrachtAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-07-2011
David Anthony MehrerAmeriprise Financial Services, Inc.AXA Advisors, LLC06-10-2011
David James NeihartAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC10-06-2017
David Neihart, Douglas Royle, Brent Neihart, Camden Fells, Eric Wynkoop, Johnnie HuffAmeriprise Financial Services, Inc.Wells Fargo Advisors$36910-06-2017
Dustin D. LentzAmeriprise Financial Services, Inc.Uvest Financial Services Group, Inc.02-23-2011
Dustin Mabry McWhirterAmeriprise Financial Services, Inc.Waddell & Reed02-20-2015
Edward Emanuel EspinozaAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Emily Marie PageAmeriprise Financial Services, Inc.MWA Financial Services Inc.02-01-2019
Eric Nathan WynkoopAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$2510-06-2017
Gary Bakker KringsAmeriprise Financial Services, Inc.Morgan Stanley03-05-2010
Heather May LyleAmeriprise Financial Services, Inc.Waddell & Reed02-20-2015
Janelle Sue CooperAmeriprise Financial Services, Inc.Waddell & Reed$1001-08-2016
Jay Douglas LottererAmeriprise Financial Services, Inc.Edward Jones$1001-23-2015
Jeffrey David HooverAmeriprise Financial Services, Inc.Benjamin F. Edwards & Company, Inc.11-22-2013
John Mark WillsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$15010-05-2009
John Philip EdgarAmeriprise Financial Services, Inc.Girard Securities, Inc.04-04-2014
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Showing 1 to 25 of 48 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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