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
Christopher Stephen O'DellAmeriprise Financial Services, Inc.Allstate Financial Services, LLC06-24-2014
Gerard SimonelliAmeriprise Financial Services, Inc.American Investment Planners LLC$2508-28-2013
Louis CilibertiAmeriprise Financial Services, Inc.American Portfolios$15007-21-2014
Jeffrey Alan SeitzAmeriprise Financial Services, Inc.American Portfolios Financial Services, Inc.$5006-20-2018
Meredith M DiamondAmeriprise Financial Services, Inc.American Portfolios Financial Services, Inc.07-19-2017
George Flurence Crowley IIIAmeriprise Financial Services, Inc.American Portfolios Financial Services, Inc.12-09-2014
Louis C CilibertiAmeriprise Financial Services, Inc.American Portfolios Financial Services, Inc.07-21-2014
Gregory MantoAmeriprise Financial Services, Inc.Axa Advisors$5808-10-2018
Paul Allen BerkmanAmeriprise Financial Services, Inc.AXA Advisors, LLC08-16-2019
Paul Allen BerkmanAmeriprise Financial Services, Inc.AXA Advisors, LLC08-16-2019
Andrew DinardoAmeriprise Financial Services, Inc.AXA Advisors, LLC12-17-2018
Andrew ElmoreAmeriprise Financial Services, Inc.AXA Advisors, LLC10-15-2018
Christina Anne McCaugheyAmeriprise Financial Services, Inc.AXA Advisors, LLC09-21-2018
Bruce Allan MaierAmeriprise Financial Services, Inc.AXA Advisors, LLC$5009-14-2018
Arthur C ZapesochnyAmeriprise Financial Services, Inc.AXA Advisors, LLC09-14-2018
Robert Isaac KurzweilAmeriprise Financial Services, Inc.AXA Advisors, LLC08-24-2018
Andrew Harris LindenbergAmeriprise Financial Services, Inc.AXA Advisors, LLC08-24-2018
Gregory Samuel MantoAmeriprise Financial Services, Inc.AXA Advisors, LLC$5008-12-2018
Marley MantoAmeriprise Financial Services, Inc.AXA Advisors, LLC08-10-2018
John Benjamin LevittAmeriprise Financial Services, Inc.AXA Advisors, LLC$5004-02-2018
Scott Lawrence BraunAmeriprise Financial Services, Inc.AXA Advisors, LLC02-06-2018
Jeffrey MillerAmeriprise Financial Services, Inc.AXA Advisors, LLC09-18-2012
Eric Matthew PennaAmeriprise Financial Services, Inc.AXA Advisors, LLC11-02-2011
Erik Allen O'KeefeAmeriprise Financial Services, Inc.AXA Advisors, LLC07-01-2009
Christopher Herridge RuskAmeriprise Financial Services, Inc.B. Riley Wealth Management05-18-2018
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Showing 1 to 25 of 211 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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