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
Collin Lance ReatherfordMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-25-2018
Frederick Bernard DenitzMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$1001-19-2018
Brian Anthony CullinanMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-16-2018
Mukesh Jamnadas MalkanMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-02-2018
Doug A ShannonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC12-08-2017
Scott James Taylor Sr.MML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-04-2017
Jason Ari FeldmanMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$1010-03-2017
William Cullen StephensonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-21-2017
James Paul CurryMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-18-2017
Brian Charles Johnston Jr.MML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-14-2017
Julio Roberto DoloricoMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-05-2017
Trenton L. GeringerMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$1008-31-2017
Paula Concetta BrancatoMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC07-17-2017
Joshua L. BakerMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC06-15-2017
Sean P. HeneyMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC05-19-2017
Chad Clinton BoudreauMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC04-04-2017
Christopher Martin BowenMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC03-20-2017
Daniel Ellis JohnsonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$2503-13-2017
David Andrew SuzzanMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$10002-21-2017
Brannigan Heath BeamMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-18-2017
Jeremy EdgeMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-12-2017
Zachary Sean DavidsonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-26-2016
Geoffrey G McLawhornMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-13-2016
Kirk B. ThompsonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-20-2016
Melanie Ann BartonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC08-17-2016
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Showing 26 to 50 of 218 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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