Advisers on the Move TEST

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Dwight LarsonEdward JonesThrivent Investment Management Inc.$5006-02-2017
Aaron John ElkinsBMO Harris Financial Advisors, Inc.Thrivent Investment Management Inc.10-15-2012
Aaron Joshua GreenCetera Investment Services LLCThrivent Investment Management Inc.$10007-27-2018
Aaron Kyle BohmAssociated Investment Services, Inc.Thrivent Investment Management Inc.03-17-2016
Aaron Lee RobinsonEdward JonesThrivent Investment Management Inc.07-19-2019
Aaron Thomas BilitzPackerland Brokerage Services, Inc.Thrivent Investment Management Inc.12-06-2013
Abram Jacob JamesPark Avenue Securities LLCThrivent Investment Management Inc.02-27-2020
Adam Christopher GranthamWaddell & ReedThrivent Investment Management Inc.02-14-2014
Adam David RauscherBiltmore Capital AdvisorsThrivent Investment Management Inc.12-18-2018
Adam James MaddoxPruco Securities, LLC.Thrivent Investment Management Inc.06-29-2018
Adam King SkumawitzCambridge Investment Research, Inc.Thrivent Investment Management Inc.12-03-2018
Adam Michael SuttonSII Investments, Inc.Thrivent Investment Management Inc.01-13-2011
Adam Richard RitterThrivent Investment Management Inc.Thrivent Investment Management Inc.12-19-2018
Adam S. FallertFisher InvestmentsThrivent Investment Management Inc.01-16-2018
Adesola Omoshalewa AdebayoEdward JonesThrivent Investment Management Inc.08-06-2018
Adrain Joseph BrodeurAmerican Fidelity Securities, Inc.Thrivent Investment Management Inc.06-27-2018
Adria Marie RosebrockHamilton CapitalThrivent Investment Management Inc.07-22-2014
Aleasha Shanna Jean LondgrenAdvanced Advisor Group, LLCThrivent Investment Management Inc.11-04-2019
Alejandro E. GaticaMML Investors Services, LLCThrivent Investment Management Inc.10-21-2014
Alex Scott GrausnickThrivent Investment Management Inc.Thrivent Investment Management Inc.10-04-2013
Alexander J. FalloonWells Fargo Clearing Services, LLCThrivent Investment Management Inc.04-11-2016
Alice Leary ReitzINVEST Financial CorporationThrivent Investment Management Inc.02-02-2016
Allen Edward DableJ.P. Morgan Securities LLCThrivent Investment Management Inc.09-06-2018
Alma Alicia MyersBancWest Investment Services, Inc.Thrivent Investment Management Inc.12-05-2017
Amanda Elizabeth KellerCambridge Investment Research, Inc.Thrivent Investment Management Inc.12-10-2010
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.