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
Robert Walker HeagneyAmeriprise Financial Services, LLCCetera Advisor Networks LLC10-02-2020
Thomas EasowAmeriprise Financial Services, LLCEquitable Advisors, LLC09-29-2020
Robert Neil GargiuloAmeriprise Financial Services, LLCEdward Jones$2508-07-2020
Matthew Thomas PoschAmeriprise Financial Services, LLCPeople's Securities, Inc.08-04-2020
Robert Mark AmbrusAmeriprise Financial Services, LLCCitigroup Global Markets Inc.$15007-30-2020
Gerald Peter Di ChiaraAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2020
Ross Michael WeinerAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC07-10-2020
Gabriel SakellaridisAmeriprise Financial Services, LLCPruco Securities, LLC.07-10-2020
Justin MyersAmeriprise Financial Services, LLCEdward Jones$15007-10-2020
Christian Vincent GrecoAmeriprise Financial Services, LLCEquitable Advisors, LLC07-09-2020
Brian BurkhardtAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-02-2020
Gregg E MartinsenAmeriprise Financial Services, LLCEquitable Advisors, LLC$5006-19-2020
Lynda MartinsenAmeriprise Financial Services, LLCEquitable Advisors, LLC06-19-2020
Robert Alan ReubenAmeriprise Financial Services, LLCMorgan Stanley$10006-16-2020
Jane Ellen DonnellyAmeriprise Financial Services, LLCEdward Jones06-05-2020
Douglas James CerratoAmeriprise Financial Services, LLCEquitable Advisors, LLC05-01-2020
Anthony Peter FusaroAmeriprise Financial Services, LLCEquitable Advisors, LLC05-01-2020
Brendan LynchAmeriprise Financial Services, LLCEquitable Advisors, LLC04-13-2020
Armando Javier MerinoAmeriprise Financial Services, LLCEquitable Advisors, LLC03-27-2020
Gary Jason WeinleinAmeriprise Financial Services, LLCAvantax Investment Services, Inc.03-24-2020
Achilleas PsihudakisAmeriprise Financial Services, LLCB. Riley Wealth Management03-20-2020
Thomas GonzalezAmeriprise Financial Services, LLCEquitable Advisors, LLC03-20-2020
John Frank GoodnoughAmeriprise Financial Services, LLCPruco Securities, LLC.02-19-2020
John Frederick Mclaughlin IiiAmeriprise Financial Services, LLCStifel, Nicolaus & Company, Incorporated$10001-17-2020
Robert Stephen GranishAmeriprise Financial Services, LLCEquitable Advisors, LLC01-13-2020
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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.