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
Ryan Justin StilleCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$1011-18-2019
Richard Kevin MajewskiCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC04-01-2019
Teresa A. MartinCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC04-16-2018
Richard L MillerCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC04-03-2018
Tim Daniel SullivanCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$50003-23-2018
Paul Thomas CorradoCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC03-01-2018
Andrew Hirsch LeyensCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$10007-03-2017
Ann F - P SteegeCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC06-12-2017
Tanner James LeisterCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC06-02-2017
Darcy Ann Long CurtissCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC02-16-2017
Timothy Eugene WilcoxCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$10002-14-2017
Mark Gerald TuftsCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC02-01-2017
Jennifer Erin RitterCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC01-03-2017
Ann P GeigerCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC03-02-2016
Randall Robert BinversieCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$25003-01-2016
Michael E. BivensCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC09-01-2015
Casey MushrushCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC01-16-2015
Anna Janelle DietrichCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC09-13-2013
Todd Matthew BaileyCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC06-04-2013
Kevin Anthony BrownCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$25005-20-2013
Karin Louise WrasmanCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC05-20-2013
Edcelyn Nuqui PujolCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC10-08-2012
Samuel Edwin LawCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$25008-01-2012
Kayleigh Suzanne HornCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC05-07-2012
Francis Stephen ZorackiCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$20009-28-2011
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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.

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