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
Aaron Lee WeissJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC$25008-16-2016
Alexander Hamilton NourseJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC08-22-2016
Alisa Alexander StathamJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-23-2019
Amber Lynn KnightJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-07-2014
Andrea Czech BrownJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC11-03-2014
Andrew John MccorryJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC04-13-2017
Andrew Peckham SatorninoJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC10-28-2015
Anthony Louis RipamontiJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC12-02-2019
Bernard Lee ReyesJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC08-08-2014
Bianca Emerentia HeldermanJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC05-01-2019
Blake Ford CurdyJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC10-01-2012
Brandon Jamarr FicklinJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC07-16-2015
Brian Fred SullivanJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC07-02-2014
Brian Joseph CostelloJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC10-25-2019
Bruce J. Lutomski IIJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC09-09-2016
Chandler Wade SmithJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC10-03-2017
Charles David Zeisloft IIIJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC04-06-2017
Charles William Keeley IIIJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC08-16-2017
Colt Anthony SchumakerJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-05-2016
Daniel Charles SloverJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-13-2014
Daniel Joseph SolomonJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC05-02-2019
Dario MercadoJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC11-16-2017
David Joseph VieraJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC07-09-2019
Derrel Calvin KentJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC08-20-2015
Dillon Horace WeitkampJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC12-04-2019
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Showing 1 to 25 of 63 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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