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
Paul David McHughAmeriprise Financial Services, Inc.1st Global Capital Corp.12-01-2014
Edward George BoscherAmeriprise Financial Services, Inc.Anthem Securities, Inc.06-09-2017
Bradford Joseph RindlerAmeriprise Financial Services, Inc.AXA Advisors, LLC$10004-10-2015
William Matthew CrattyAmeriprise Financial Services, Inc.AXA Advisors, LLC$2506-17-2014
Kurt Marcus CarlsonAmeriprise Financial Services, Inc.Banc of America Investment Services, Inc.$5006-26-2009
Christopher B. AlvanosAmeriprise Financial Services, Inc.BHA Select Network, LLC11-23-2016
Michael Thomas SilkAmeriprise Financial Services, Inc.Cambridge Investment Research, Inc.07-06-2012
Jeffrey Stephen McHaleAmeriprise Financial Services, Inc.Coburn & Meredith, Inc.$20002-27-2015
Bryan Edward NelsonAmeriprise Financial Services, Inc.Columbia Management Investment Distributors, Inc.$5001-20-2015
Nicolas Timmothy Crieg CurtisAmeriprise Financial Services, Inc.Commonwealth Financial Network09-27-2017
Nicholas Charles AlvanosAmeriprise Financial Services, Inc.Commonwealth Financial Network09-22-2014
Darlene R. OuelletteAmeriprise Financial Services, Inc.Edward Jones11-16-2016
Nilsa Marie WeaverAmeriprise Financial Services, Inc.Edward Jones$5005-28-2013
Barbara Ann CantwellAmeriprise Financial Services, Inc.Edward Jones$5010-05-2012
Joseph Vincent Sciacca Jr.Ameriprise Financial Services, Inc.Edward Jones$2504-23-2010
Martin David GreenAmeriprise Financial Services, Inc.Edward Jones$15010-30-2009
Thomas Patrick CurranAmeriprise Financial Services, Inc.Equity Services, Inc.$2507-25-2011
Nataliya OrbiteAmeriprise Financial Services, Inc.Fidelity Brokerage Services LLC03-06-2018
Rohan Hiten MehtaAmeriprise Financial Services, Inc.Fidelity Investments Institutional Services Company, Inc.02-14-2014
Ronald James BellAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Daniel Richard HallAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Russell L BeckwithAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
William Michael SteadmanAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
James Michael WilliamsAmeriprise Financial Services, Inc.Investment Professionals, Inc.$5009-11-2018
Christopher James O'BrienAmeriprise Financial Services, Inc.Investment Professionals, Inc.09-11-2018
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Showing 1 to 25 of 99 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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