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
Jody Paul FosterHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC04-08-2020
Michael RussoHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC01-02-2020
Ryan Harrington GroveHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC12-20-2019
Donald Joseph SchmittHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC07-22-2019
Emma GrayHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC06-05-2019
Christopher James PfanstielHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC$2503-25-2019
Nicholas Joseph PochibaHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC03-25-2019
Ihssane Mohamed KhatibHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC03-01-2019
Jeffrey S. UtleyHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC12-05-2018
Alex Daniel AnguianoHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC05-02-2017
Douglas John SmithHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC03-09-2017
Michael BockHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC02-02-2017
Andrew Robert KirwinHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC10-10-2016
Margaret Anne HaslachHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC04-28-2016
Bryan R. DavisHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC04-15-2016
Adam Noah HolemanHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC03-14-2016
Shavard Joseph BranamHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC01-26-2016
David Adam MorganHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC12-14-2015
Douglas Kevin GallagherHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC06-02-2015
Todd Brandon FeldmanHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC12-12-2014
Christopher C. SpencerHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC03-13-2014
David E. SuttonHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC06-07-2013
Blaine Gilbert LipkinHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC05-03-2013
William Lamont Granville IIIHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC03-21-2013
Matthew David BennageHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC02-20-2013
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Showing 1 to 25 of 28 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.