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
Cody R CunninghamAmeriprise Financial Services, Inc.Edward Jones02-10-2010
Daniel Curtis Bakke Jr.Ameriprise Financial Services, Inc.Edward Jones$50003-24-2017
Donna Marie GundersonAmeriprise Financial Services, Inc.Edward Jones$10006-15-2018
Gary Lawrence WaltersAmeriprise Financial Services, Inc.Edward Jones11-16-2018
Jeffrey Allen JeffAmeriprise Financial Services, Inc.Edward Jones$10001-13-2012
Jennifer Rebecca JohnsonAmeriprise Financial Services, Inc.Edward Jones$25010-01-2009
John LavinAmeriprise Financial Services, Inc.Edward Jones10-24-2019
Jordan Jared PearsonAmeriprise Financial Services, Inc.Edward Jones07-18-2018
Joseph David DezielAmeriprise Financial Services, Inc.Edward Jones09-25-2019
Kurt Willard PetersonAmeriprise Financial Services, Inc.Edward Jones05-13-2011
Laurel Ann ClausenAmeriprise Financial Services, Inc.Edward Jones01-18-2017
Mark A. JosephsAmeriprise Financial Services, Inc.Edward Jones08-31-2012
Matthew Brian EdwardsAmeriprise Financial Services, Inc.Edward Jones09-26-2017
Michael James Robert BryantAmeriprise Financial Services, Inc.Edward Jones01-26-2016
Nadine Mary GessnerAmeriprise Financial Services, Inc.Edward Jones$25008-28-2012
Peter Timothy DanilaitisAmeriprise Financial Services, Inc.Edward Jones02-11-2011
Robin Sue EisingerAmeriprise Financial Services, Inc.Edward Jones10-13-2015
Seymour Jerome LovingAmeriprise Financial Services, Inc.Edward Jones$50011-04-2011
Tara Elizabeth AmbroseAmeriprise Financial Services, Inc.Edward Jones06-22-2011
Toby Lee SteinmetzAmeriprise Financial Services, Inc.Edward Jones01-09-2012

Showing 1 to 20 of 20 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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