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
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
Matthew D. MorellAccelerated Wealth Advisors LLCNorthwestern Mutual Investment Services, LLC12-03-2019
Matthew N WallenAdvicePeriod, LLCNorthwestern Mutual Investment Services, LLC08-26-2020
Matthew N WallenAdvicePeriod, LLCNorthwestern Mutual Investment Services, LLC08-26-2020
Glen Fredrick ColwellAdviseMe National AdvisorsNorthwestern Mutual Investment Services, LLC11-09-2015
Christopher J. HaslingAdvisorNet Wealth ManagementNorthwestern Mutual Investment Services, LLC10-28-2014
Jonathan Zachary AndrewsAegis Capital Corp.Northwestern Mutual Investment Services, LLC09-30-2015
Samuel R. 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, LLC$104-03-2014
James Jonathan RamboAllegheny Investments, Ltd.Northwestern Mutual Investment Services, LLC08-18-2016
Kent Kurtis KochAllen Capital Group, LLCNorthwestern Mutual Investment Services, LLC06-24-2015
Stephen Wells ArnoldAllianceBernstein L.P.Northwestern Mutual Investment Services, LLC01-24-2019
Jeffrey Thomas BoneAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-19-2019
Viki Lynn MannAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-29-2019
Georgia Martin AdamsAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-26-2019
Nicholas Aaron WardAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-31-2019
James Bates Pugh Jr.Allstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC08-09-2019
Tracy Thomas MartinoAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-10-2019
Thomas J KiernanAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC04-08-2019
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Showing 1 to 25 of 2,541 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.