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
Thalia Christy SavvidisAmeriprise Financial Services, Inc.Morgan Stanley07-09-2012
Theodore Wilson DoyleAmeriprise Financial Services, Inc.Hilltop Securities Inc.$10004-15-2011
Theresa Lynn ClarkAmeriprise Financial Services, Inc.Morgan Stanley$2510-18-2013
Thomas Alan YoungAmeriprise Financial Services, Inc.Kestra Investment Services, LLC05-08-2017
Thomas Alexander CallawayAmeriprise Financial Services, Inc.Raymond James Financial Services Advisors, Inc$1001-20-2012
Thomas Alfred HughesAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$29103-17-2017
Thomas Anton FonsAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.$1010-05-2009
Thomas Hughes, Bill SteeleAmeriprise Financial Services, Inc.Wells Fargo Advisors$23903-17-2017
Thomas Lee Doggett Jr.Ameriprise Financial Services, Inc.Edward Jones01-31-2014
Thomas William UhlAmeriprise Financial Services, Inc.RBC Capital Markets, LLC$10012-04-2015
Timothy Glenn ThrasherAmeriprise Financial Services, Inc.Investment Professionals, Inc.06-25-2018
Todd Loring LuftAmeriprise Financial Services, Inc.UBS Financial Services Inc.$10008-26-2016
Todd R. HolubecAmeriprise Financial Services, Inc.Hilltop Securities Inc.$7502-25-2011
Victor Alfred LawsAmeriprise Financial Services, Inc.Edward Jones$2501-06-2012
William Michael SteeleAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC03-17-2017
William Stephen MeachamAmeriprise Financial Services, Inc.Investment Professionals, Inc.06-22-2018
William Wilson Wilfong Jr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
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Showing 201 to 217 of 217 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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