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
Casey A BloomerBMO Harris Financial Advisors, Inc.Fifth Third Securities, Inc.08-07-2019
Casey A BloomerBMO Harris Financial Advisors, Inc.Fifth Third Securities, Inc.08-07-2019
Sarah Jane KyleBMO Harris Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC06-26-2019
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
Andrew J. KlinzingBMO Harris Financial Advisors, Inc.Edward Jones10-30-2017
Scott R. LeuteneggerBMO Harris Financial Advisors, Inc.Charles Schwab & Co., Inc.06-05-2017
Beau Eugene BauerBMO Harris Financial Advisors, Inc.Waddell & Reed05-24-2017
Patrick LoritzBMO Harris Financial Advisors, Inc.Edward Jones06-19-2015
Scott James BurnoskiBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-13-2015
Jennifer Lynn GiemzaBMO Harris Financial Advisors, Inc.Bronfman Rothschild12-01-2014
Lisa Ann KimBMO Harris Financial Advisors, Inc.Citigroup Global Markets Inc.11-13-2014
Mary Anne SchulerBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC08-28-2014
Erich David StabelfeldtBMO Harris Financial Advisors, Inc.Pruco Securities, LLC.08-28-2014
David V. CasselBMO Harris Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC02-05-2014
Joshua John StrzeleckiBMO Harris Financial Advisors, Inc.Ameriprise Financial Services, Inc.11-27-2013
Mark Stephen ThielBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
Russell James ReynardBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
Don Jerome DahlmanBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
Pierce Howard DoppBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
Jennifer Laurel RidleyhansonBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
John Casper FurrerBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
David Judd EdwardsBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
Thomas Robert BornickBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
Ryan Jack StephensonBMO Harris Financial Advisors, Inc.M&I Financial Advisors, Inc.08-01-2012
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Showing 1 to 25 of 60 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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