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
Amanda Cook WebbAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.04-16-2012
Andrew David TillettAmeriprise Financial Services, Inc.Edward Jones04-25-2018
Bradley Lee LangfordAmeriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
Bryant Edwin CavenessAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Carson StimpsonAmeriprise Financial Services, Inc.AXA Advisors, LLC11-27-2018
Chad Preston WilsonAmeriprise Financial Services, Inc.Investment Professionals, Inc.$5006-27-2018
Christopher S. BrownAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC10-14-2016
Clinton Jonathan AllenAmeriprise Financial Services, Inc.First Citizens Investor Services, Inc.02-28-2019
David Bassel Ferraro Jr.Ameriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
David DunhamAmeriprise Financial Services, Inc.Edward Jones$1005-26-2016
David Martin BowenAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Earl David KearAmeriprise Financial Services, Inc.Sterne, Agee & Leach, Inc.$1011-07-2014
Frederick Michael DarnellAmeriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
Gary Todd FoutsAmeriprise Financial Services, Inc.Next Financial Group, Inc.$5001-06-2016
George Wesley Head Jr.Ameriprise Financial Services, Inc.U.S. Bancorp Investments, Inc.05-04-2018
Heath Patrick LarkinAmeriprise Financial Services, Inc.MetLife Securities Inc.08-16-2013
Jacyne Juanita WoodcoxAmeriprise Financial Services, Inc.Sterne, Agee & Leach, Inc.$10001-15-2014
Jeff A. FinkAmeriprise Financial Services, Inc.Investment Professionals, Inc.06-22-2018
Jeffrey Boyd ReedAmeriprise Financial Services, Inc.FTB Advisors, Inc.12-08-2010
Jerry Eldon Milligan IIAmeriprise Financial Services, Inc.Waddell & Reed$2507-21-2017
Kenneth Todd BevinsAmeriprise Financial Services, Inc.Morgan Keegan & Company, Inc.$1004-09-2012
Kyle Steven LuthyAmeriprise Financial Services, Inc.UBS Financial Services Inc.$2507-01-2009
Mark Edward StooksburyAmeriprise Financial Services, Inc.Morgan Stanley11-16-2012
Mark Stephen MeyerAmeriprise Financial Services, Inc.Investment Professionals, Inc.$15006-22-2018
Michael Lowell TurnerAmeriprise Financial Services, Inc.Charles Schwab & Co., Inc.$5002-05-2014
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Showing 1 to 25 of 34 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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