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
Leda Yasmine BonillaRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.02-15-2019
Michael Anthony MarroccoRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$5002-15-2019
Britany Leigh EnelowMML Investors Services, LLCAmeriprise Financial Services, Inc.11-21-2018
Michael John Capparelli IVVariant Private Wealth LLCAmeriprise Financial Services, Inc.08-31-2018
Melanie Gayle BrophyNext Play FinancialAmeriprise Financial Services, Inc.08-03-2018
Alex Ethan HendricksonLPL Financial LLCAmeriprise Financial Services, Inc.05-25-2018
John ViscusoRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.05-15-2018
James Noel PinsonJ. Noel Pinson and Associates, LLCAmeriprise Financial Services, Inc.03-13-2018
Kevin Alexander MautteLPL Financial LLCAmeriprise Financial Services, Inc.12-12-2017
Travis Lee PowellMML Investors Services, LLCAmeriprise Financial Services, Inc.08-31-2017
Christopher Paul WoodsIndependent Financial PartnersAmeriprise Financial Services, Inc.07-07-2017
David Anthony MorganteVariant Private Wealth LLCAmeriprise Financial Services, Inc.06-21-2017
John Anson CalhounVariant Private Wealth LLCAmeriprise Financial Services, Inc.06-19-2017
Ronald Victor NeblettVariant Private Wealth LLCAmeriprise Financial Services, Inc.06-19-2017
Peter Bruce SuyamaLPL Financial LLCAmeriprise Financial Services, Inc.$16604-28-2017
Stephen Keith TuckerCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$2504-26-2017
Jaclyn Rose McmahonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.11-01-2016
Kelly Lynn KaczmarekH. Beck, Inc.Ameriprise Financial Services, Inc.10-18-2016
Anders Olof LundegardCapitol Private Wealth Group LLCAmeriprise Financial Services, Inc.09-14-2016
Elizabeth Ann KingStony Point Wealth Management Inc.Ameriprise Financial Services, Inc.09-01-2016
Joseph Ryerson CoulsonGrand Strategy Capital, LLCAmeriprise Financial Services, Inc.08-18-2016
Bryan David StricklandLPL Financial LLCAmeriprise Financial Services, Inc.$2508-09-2016
Lisa Marie BarbieriCapitol Private Wealth Group LLCAmeriprise Financial Services, Inc.07-14-2016
Giancarlo DalimontePurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, Inc.07-11-2016
Heidi Marie PattersonLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.01-15-2016
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Showing 1 to 25 of 82 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.

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