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
Joseph Oliver MartinGoalBridge Wealth Management, LLCAmeriprise Financial Services, Inc.07-30-2018
Jessica Lynn MansavageNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.03-23-2018
Lori Lynn Huston-DingaWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$2511-18-2016
Adam J AusloosAdviceWorks Wealth Advisors LLCAmeriprise Financial Services, Inc.07-20-2016
Halsted Donald KnutsonLPL Financial LLCAmeriprise Financial Services, Inc.06-28-2016
John Marvin SchmittU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.$106-10-2016
Nicholas Ryan BurgeCUNA Brokerage Services, Inc.Ameriprise Financial Services, Inc.05-13-2016
Joel Stuart MerrittThrivent Investment Management Inc.Ameriprise Financial Services, Inc.01-28-2016
Scott Anthony ForsterLPL Financial LLCAmeriprise Financial Services, Inc.11-11-2015
Michael James St MarieCUSO Financial Services, L.P.Ameriprise Financial Services, Inc.11-02-2015
John Royce FossLakefront Wealth Management, LLCAmeriprise Financial Services, Inc.07-03-2015
Joseph Michael DwyerNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.05-29-2015
Adam Scott HuebnerNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.04-15-2015
Aris George BofilesWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$4303-13-2015
David Emery MulderSagePoint Financial, Inc.Ameriprise Financial Services, Inc.02-13-2015
Carol Ann Mcneill-SkorupanLPL Financial LLCAmeriprise Financial Services, Inc.10-03-2014
Joseph John TristanoNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.09-01-2014
Brian James KochLPL Financial LLCAmeriprise Financial Services, Inc.$1408-29-2014
Wendy Lynne FolkersAXA Advisors, LLCAmeriprise Financial Services, Inc.08-27-2014
Brandy Lynn DebrouxMorgan StanleyAmeriprise Financial Services, Inc.06-19-2014
Mary Jo StaniszewskiNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.06-18-2014
Matthew Stephen BellinCUNA Brokerage Services, Inc.Ameriprise Financial Services, Inc.04-01-2014
Joshua John StrzeleckiBMO Harris Financial Advisors, Inc.Ameriprise Financial Services, Inc.11-27-2013
Arnold Bruce KuhsAXA Advisors, LLCAmeriprise Financial Services, Inc.$5011-06-2013
Jennie Lyn AcevedoNYLIFE Securities LLCAmeriprise Financial Services, Inc.10-08-2013
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Showing 1 to 25 of 47 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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