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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Lloyd CarlsonU.S. Bancorp Investments, Inc.Royal Alliance Associates, Inc.$1,00006-24-2020
Aimee Leigh MitchellU.S. Bancorp Investments, Inc.Morgan Stanley06-16-2020
Aaron D PriceU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.04-20-2020
Jason Allen VaughnU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC04-20-2020
Curtis Charles CarnahanU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC03-18-2020
Melissa A LeonardU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC02-19-2020
Kamakshi AroraU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2020
Paul Leland BondU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC01-29-2020
Robert Allen RaderU.S. Bancorp Investments, Inc.Securities America, Inc.$10001-06-2020
Haochen Hu SneveU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC11-07-2019
Erica Ann GarnhartU.S. Bancorp Investments, Inc.RBC Capital Markets, LLC10-24-2019
Anthony C HillU.S. Bancorp Investments, Inc.Packerland Brokerage Services, Inc.08-13-2019
Terrence James CallahanU.S. Bancorp Investments, Inc.Ameriprise Financial Services, LLC08-01-2019
Brian James KohoutU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-13-2019
Patrick Carl GherityU.S. Bancorp Investments, Inc.Raymond James Financial Services, Inc.05-20-2019
Oluwadamilola AlugoU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2019
Jerome David PickarU.S. Bancorp Investments, Inc.KMS Financial Services, Inc.$5003-25-2019
Linda K WinkelmanU.S. Bancorp Investments, Inc.Edward Jones$15001-11-2019
Rachel Ann LeeU.S. Bancorp Investments, Inc.Robert W. Baird & Co. Incorporated01-11-2019
Mark KluenderU.S. Bancorp Investments, Inc.Edward Jones01-07-2019
Jacob John WireU.S. Bancorp Investments, Inc.Raymond James & Associates, Inc.12-04-2018
Bradley Joseph LangeU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC$5011-07-2018
Josef Peter Mehle IIIU.S. Bancorp Investments, Inc.Securian Financial Services, Inc.09-25-2018
Matthew Warren KuskieU.S. Bancorp Investments, Inc.Drexel Hamilton, LLC08-16-2018
Jeffrey F SmithU.S. Bancorp Investments, Inc.SunTrust Advisory Services, Inc.$15008-14-2018
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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.