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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam David RauscherBiltmore Capital AdvisorsThrivent Investment Management Inc.12-18-2018
Eric Wayne PowellCore Wealth Advisors, Inc.Thrivent Investment Management Inc.06-05-2017
Jeffrey Alan EdgarG. A. Repple & CompanyThrivent Investment Management Inc.$10001-03-2011
Ericka Marina De La PazGWN Securities Inc.Thrivent Investment Management Inc.11-25-2019
Daniel Elmer DoerrINVEST Financial CorporationThrivent Investment Management Inc.$50001-02-2013
Steven George TybusINVEST Financial CorporationThrivent Investment Management Inc.01-02-2013
Thomas Jerald HudgeJ.P. Morgan Securities LLCThrivent Investment Management Inc.11-03-2017
Brian Joseph HeippLPL Financial LLCThrivent Investment Management Inc.07-25-2014
Nicholas Remington MansonLPL Financial LLCThrivent Investment Management Inc.05-17-2013
Juan Angel AndradaMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.12-05-2019
Brodus David BurchMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.11-21-2019
Kevin Allen HammerMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.09-12-2019
Lucia Jane Elizabeth MeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.12-09-2016
Howard Brett McateeOppenheimer & Co. Inc.Thrivent Investment Management Inc.$10003-18-2011
Mark James FontanaOppenheimer & Co. Inc.Thrivent Investment Management Inc.03-18-2011
Eric Samuel ChampionPark Avenue Securities LLCThrivent Investment Management Inc.08-08-2019
Juan P. Novoa CastroPlanMember Securities CorporationThrivent Investment Management Inc.12-13-2018
Anthony Nmn NigroPruco Securities, LLC.Thrivent Investment Management Inc.$50007-10-2014
William W PattersonTD Ameritrade Investment Management, LLCThrivent Investment Management Inc.03-06-2019
Johnny Ray Feighert IITransamerica Financial Advisors, IncThrivent Investment Management Inc.11-18-2019
Ryan James BargfredeTransamerica Financial Advisors, IncThrivent Investment Management Inc.01-23-2019
Milton Eugene PayneUSAA Financial Advisors, Inc.Thrivent Investment Management Inc.$10011-16-2015
Cheryl Marie MacartneyVALIC Financial Advisors, Inc.Thrivent Investment Management Inc.$25011-13-2019
Christine Lee DeckerWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Thrivent Investment Management Inc.$10012-08-2016

Showing 1 to 24 of 24 entries

Page 1

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.