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
Tyler L Sturgill1st Global Capital Corp.Northwestern Mutual Investment Services, LLC07-13-2009
Erin Renee Watkins56 Capital Partners, LtdNorthwestern Mutual Investment Services, LLC01-29-2018
Derek Jacob Martin56 Capital Partners, LtdNorthwestern Mutual Investment Services, LLC01-24-2018
Phillip C Washington Jr.7th Harvest InvestmentsNorthwestern Mutual Investment Services, LLC06-03-2014
James Aric HiblerA.G.P. / Alliance Global PartnersNorthwestern Mutual Investment Services, LLC04-19-2013
Jonathan Zachary AndrewsAegis Capital Corp.Northwestern Mutual Investment Services, LLC09-30-2015
Samuel Ross WalkerAffinity Financial - The Walker Group LLCNorthwestern Mutual Investment Services, LLC03-01-2017
Gregory M YoungAhead Full Wealth Management, LLCNorthwestern Mutual Investment Services, LLC02-08-2019
Andrew Richard HawkinsAIS PlanningNorthwestern Mutual Investment Services, LLC07-01-2012
Bret Myles KinzlerALERUS SECURITIES CORPORATIONNorthwestern Mutual Investment Services, LLC04-03-2014
James Jonathon RamboAllegheny Investments, Ltd.Northwestern Mutual Investment Services, LLC08-18-2016
Kent Kurtis KochAllen Capital Group, LLCNorthwestern Mutual Investment Services, LLC06-24-2015
Kevin Leslie GaraskyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-20-2017
Robert Joseph LaneyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-04-2016
Daniel Edward DalinAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-08-2016
Ryan Michael WilkinsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-27-2016
Scott Alan SedoreAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-02-2016
Alex Robert JohnsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-11-2016
Jon William MunroAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-19-2015
Terrance James HutchinsAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC$110-15-2015
Adam Rietz MangoldAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-21-2015
Daniel Lucas DickersonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-16-2015
Richard Alan Desimone Jr.Allstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-28-2015
Gerald Michael TaylorAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2015
Brian Todd KaaneheAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-19-2014
Next Page »

Showing 1 to 25 of 1,628 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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