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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joshua Michael BenetCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10001-08-2009
Robert Julian RiceCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$50001-08-2009
Joseph Lawrence GresciCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$25002-13-2009
David Lee ErwinCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$50002-13-2009
Daniel Edward MurphyCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10007-08-2009
Glenn Robert DehollanderCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10007-10-2009
Kevin Patrick GarlandCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$25012-04-2009
Andrea Morgan Stackland-WintererCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$50012-04-2009
Mark David PhillipsCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$25001-21-2010
William Edward PrueCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$25007-02-2010
David Andrew RampelloCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10002-03-2012
Mark Christopher BoldeiaCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$25002-03-2012
Patricia Rose StevensCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$70005-24-2012
Nathan MunitsCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$15011-16-2012
John Patrick FoleyCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10007-12-2013
Beata DragovicsCommonwealth Financial NetworkAmeriprise Financial Services, Inc.07-26-2013
Mark David FeltCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10010-25-2013
Nathan Davenport O'LoughlinCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$25010-25-2013
Michael Richard KriskoCommonwealth Financial NetworkAmeriprise Financial Services, Inc.10-25-2013
Christopher Andrus WakemanCommonwealth Financial NetworkAmeriprise Financial Services, Inc.10-25-2013
Reed Peter ThompsonCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$50001-10-2014
Robert E. JarrasCommonwealth Financial NetworkAmeriprise Financial Services, Inc.01-24-2014
Richard Jimmie AllredCommonwealth Financial NetworkAmeriprise Financial Services, Inc.01-24-2014
Drew Keith StrattonCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$25010-24-2014
John Edward PotterCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$50010-24-2014
Next Page »

Showing 1 to 25 of 35 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.

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