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
Christopher D. SchalkAmeriprise Financial Services, Inc.PNC Investments11-14-2018
Frederick Nathaniel BryanAmeriprise Financial Services, Inc.PNC Investments$5008-15-2014
Helen M. ColonAmeriprise Financial Services, Inc.Prospera Financial Services, Inc.09-27-2013
David DitzelAmeriprise Financial Services, Inc.Raymond James$7206-29-2016
Richard Joseph Brizzolara Jr.Ameriprise Financial Services, Inc.Raymond James & Associates, Inc.$17009-29-2016
Thomas James BrizzolaraAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$28806-29-2016
David Burke DitzelAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$5006-29-2016
Brian James McConnellAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2019
Lauren C. RunyonAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-26-2018
Christopher J. EdelmanAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-06-2017
Hannah Alexandra FleschAmeriprise Financial Services, Inc.Robert W. Baird & Co. Incorporated06-22-2016
Parker WallAmeriprise Financial Services, Inc.Royal Alliance Associates, Inc.08-17-2016
Daniel Eugene KunosAmeriprise Financial Services, Inc.Securian Financial Services, Inc.$2507-18-2017
Christopher Derek SweeneyAmeriprise Financial Services, Inc.Sigma Financial Corporation$5004-18-2012
Albert William LyonsAmeriprise Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$5008-01-2014
Edward Henry InbuschAmeriprise Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$10006-01-2012
Matthew Grant ObryonAmeriprise Financial Services, Inc.Stratos Wealth Partners, Ltd05-23-2016
John Dale GubanichAmeriprise Financial Services, Inc.Symphony Financial Services, Inc.$2508-14-2014
Thomas Kenneth KenneyAmeriprise Financial Services, Inc.The Huntington Investment Company03-22-2013
Laurie Jean GerdyAmeriprise Financial Services, Inc.The O.N. Equity Sales Company01-02-2015
Jay Ronald OttoAmeriprise Financial Services, Inc.The O.N. Equity Sales Company01-20-2009
Todd Gregory LuciusAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.11-17-2017
Christopher Edward AdkinsAmeriprise Financial Services, Inc.U.S. Bancorp Investments, Inc.03-23-2017
Michael C BenoskiAmeriprise Financial Services, Inc.UBS Financial Services Inc.$10002-02-2018
Thomas William DattiloAmeriprise Financial Services, Inc.UBS Financial Services Inc.$10002-03-2017
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Showing 101 to 125 of 144 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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