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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Frederick DanielsAmeriprise Advisor Services, Inc.Morgan Stanley$2506-26-2009
Paul Charles DemarkAmeriprise Financial Services, LLCMorgan Stanley03-29-2019
Todd M AdamsAmeriprise Financial Services, LLCMorgan Stanley$10006-15-2018
Lauren Kelly KeilmanAmeriprise Financial Services, LLCMorgan Stanley$606-15-2017
Sheetal PatelAmeriprise Financial Services, LLCMorgan Stanley06-09-2017
Jay B. MackenzieAmeriprise Financial Services, LLCMorgan Stanley06-02-2017
Kenneth Edward DempsAmeriprise Financial Services, LLCMorgan Stanley$25006-02-2017
Robert Hal DennisAmeriprise Financial Services, LLCMorgan Stanley$1006-02-2017
Matt Michael LindgrenAmeriprise Financial Services, LLCMorgan Stanley05-25-2016
Mark Anthony CzarneckiAmeriprise Financial Services, LLCMorgan Stanley$20001-22-2016
Jared Owen McNuttAmeriprise Financial Services, LLCMorgan Stanley$10006-27-2014
Jeffrey David LynnAmeriprise Financial Services, LLCMorgan Stanley$5004-17-2014
Pedro Luis LlanesAmeriprise Financial Services, LLCMorgan Stanley10-18-2013
Kathleen Marie SnyderAmeriprise Financial Services, LLCMorgan Stanley07-20-2012
Valerija Erna CastroAmeriprise Financial Services, LLCMorgan Stanley05-11-2012
Don Weston GoetcheusAmeriprise Financial Services, LLCMorgan Stanley01-13-2012
Rakesh BhartiAmeriprise Financial Services, LLCMorgan Stanley09-20-2010
Raymond Carl RitterB. Riley Wealth ManagementMorgan Stanley03-07-2011
David Albert MeyersB. Riley Wealth ManagementMorgan Stanley$5010-01-2010
Don Bradley Gill IIIBKS Advisors, LLCMorgan Stanley12-01-2017
Peter M BradenCambridge Investment Research, Inc.Morgan Stanley01-27-2020
Joseph Paul HarmonCambridge Investment Research, Inc.Morgan Stanley05-01-2013
Colleen Therese GillespieCentennial Wealth Advisory, LLCMorgan Stanley01-13-2020
Alan Blake McLellanCetera Advisors LLCMorgan Stanley$5012-12-2018
Luke Logan YocomCetera Investment Services LLCMorgan Stanley04-13-2017
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Showing 1 to 25 of 248 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.