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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander W SpainhowardDonaldson Capital Management LLCNorthwestern Mutual Investment Services, LLC05-30-2019
Amber D CollinsFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC01-18-2017
Bryn April MalagonKey Investment Services LLCNorthwestern Mutual Investment Services, LLC03-12-2018
Cameron Alan WeyerCetera Advisor Networks LLCNorthwestern Mutual Investment Services, LLC02-25-2020
Christopher Dwayne BeanThrivent Investment Management Inc.Northwestern Mutual Investment Services, LLC07-17-2019
Curtis Brian MagureanLPL Financial LLCNorthwestern Mutual Investment Services, LLC04-04-2018
David W SpeckmanMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC07-12-2017
Ian Michael WeyerCetera Advisor Networks LLCNorthwestern Mutual Investment Services, LLC02-24-2020
Jamie Allen AsherMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$15010-23-2013
Jayme S SchwartzenburgLincoln Financial Advisors CorporationNorthwestern Mutual Investment Services, LLC07-31-2019
Jeffrey ClecknerEdward JonesNorthwestern Mutual Investment Services, LLC$2505-25-2018
Joel David RietveldThrivent Investment Management Inc.Northwestern Mutual Investment Services, LLC03-08-2018
Joseph P KnothMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-23-2013
Matthew DoyleTrimingham FinancialNorthwestern Mutual Investment Services, LLC11-28-2018
Matthew Lee RangOneAmerica Securities, Inc.Northwestern Mutual Investment Services, LLC07-31-2020
Neal Stone NorthcottC & J Wealth AdvisorsNorthwestern Mutual Investment Services, LLC10-01-2020
Neil Larsen AngerAmeriprise Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-06-2017
Nolan Andrew BreitbarthPrincipal Securities, Inc.Northwestern Mutual Investment Services, LLC01-03-2018
Patrick Edward MurrayMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-23-2013
Ryan Michael MurphyPNC InvestmentsNorthwestern Mutual Investment Services, LLC04-19-2010
Ryne Michael OtisEdward JonesNorthwestern Mutual Investment Services, LLC01-06-2017
SAMUEL Ross WALKERAffinity Financial - The Walker Group LLCNorthwestern Mutual Investment Services, LLC03-01-2017
Scott David ThiemeEdward JonesNorthwestern Mutual Investment Services, LLC$2507-06-2009
Scott Michael DunlapMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC08-06-2020
Steve M StevensMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC02-20-2014
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Showing 1 to 25 of 27 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.