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
Patrick J. DugganU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.12-06-2018
Eric A SwansonU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.07-09-2018
Garrett Ryan McGinnisU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.04-16-2018
Patrick Ryan WilkerU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.01-24-2018
Michael Salvatore AzzaroU.S. Bancorp Investments, Inc.BBVA Securities Inc.$2512-04-2018
William Rodrick CarrilloU.S. Bancorp Investments, Inc.BBVA Securities Inc.$15007-25-2018
Cale J. RossU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.01-11-2019
Robert J. Atko Jr.U.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.$10010-25-2018
Mark E. TyszkiewiczU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.08-09-2018
John Thomas CallahanU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.02-20-2018
Jacquelyn Marie GrafU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.02-13-2018
Peter Gerard KoleskeU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.02-12-2018
Bradley Joseph LangeU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC$5011-07-2018
Matthew GolliherU.S. Bancorp Investments, Inc.Cetera Investment Services LLC02-13-2018
Delynn Michelle OtisU.S. Bancorp Investments, Inc.Cetera Investment Services LLC02-02-2018
Philip R. MostonU.S. Bancorp Investments, Inc.Citigroup Global Markets Inc.09-11-2018
Terrence Michael HassanallyU.S. Bancorp Investments, Inc.Commonwealth Financial Network11-15-2018
Matthew Warren KuskieU.S. Bancorp Investments, Inc.Drexel Hamilton, LLC08-16-2018
Mark KluenderU.S. Bancorp Investments, Inc.Edward Jones01-07-2019
Timothy J. WienandU.S. Bancorp Investments, Inc.Edward Jones$15011-14-2018
Reed Aaron NothwangU.S. Bancorp Investments, Inc.Edward Jones05-07-2018
Christopher Damien StantonU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC10-02-2018
Jens C. FonnesbeckU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC04-10-2018
Adam Christian JensenU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC04-03-2018
Robert P. HaugU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.12-04-2018
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Showing 1 to 25 of 87 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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