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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron K. KoykkariBMO Harris Financial Advisors, Inc.Edward Jones09-24-2019
Andrei M JungeBMO Harris Financial Advisors, Inc.The Strategic Financial Alliance, Inc.09-13-2012
Andrew J. KlinzingBMO Harris Financial Advisors, Inc.Edward Jones10-30-2017
Andy W SaegerBMO Harris Financial Advisors, Inc.Ellenbecker Investment Group04-25-2019
Ashley Marie AmstadtBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.12-19-2017
Beau Eugene BauerBMO Harris Financial Advisors, Inc.Waddell & Reed05-24-2017
Brenda Sue SvacinaBMO Harris Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC04-27-2017
Casey A BloomerBMO Harris Financial Advisors, Inc.Fifth Third Securities, Inc.08-07-2019
Christopher D. FetzerBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC03-07-2016
Christopher Lee FredrickBMO Harris Financial Advisors, Inc.Wells Fargo Clearing Services, LLC04-17-2017
David Scott LexBMO Harris Financial Advisors, Inc.Uvest Financial Services Group, Inc.$1011-01-2010
David V. CasselBMO Harris Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC$102-05-2014
Erich David StabelfeldtBMO Harris Financial Advisors, Inc.Pruco Securities, LLC.08-28-2014
Erin Michelle CroweBMO Harris Financial Advisors, Inc.LPL Financial LLC06-09-2014
Evan Daniel HeathBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-08-2014
Gemma DaleBMO Harris Financial Advisors, Inc.HSBC Securities (USA) Inc.11-17-2015
Ingrid Cinthia NastBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC06-30-2015
Jacob Adam KruegerBMO Harris Financial Advisors, Inc.Edward Jones$1004-09-2012
Jared Matthew LechuszBMO Harris Financial Advisors, Inc.BMO Harris Financial Advisors, Inc.07-20-2017
Jason Andrew Bernard-BuehrleBMO Harris Financial Advisors, Inc.LPL Financial LLC$111-10-2014
Jennifer Lynn GiemzaBMO Harris Financial Advisors, Inc.Wealthspire Advisors12-01-2014
Jeremy Charles PfaffBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.06-24-2015
Jeremy David BardonBMO Harris Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC$10004-24-2017
Jessica Marie AlbrechtBMO Harris Financial Advisors, Inc.Wells Fargo Clearing Services, LLC02-08-2019
John Wesley WilliamsBMO Harris Financial Advisors, Inc.Amcore Investment Services, Inc$2507-01-2010
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Showing 1 to 25 of 52 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.