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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam C. LuckowNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC04-20-2015
Adam Chase GilmoreNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC03-14-2018
Alexander James HarbertNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC03-04-2016
Alissa Anne WalshNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC12-01-2016
Amanda J. MortensonNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC02-16-2017
Amy Janel VoytikNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC10-27-2017
Andrew D NelsonNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC03-06-2018
Andrew J. FauthNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC02-17-2015
Andrew R. DoughertyNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC07-18-2016
Ann Elizabeth P. RehbergNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC12-06-2011
Anna Leigh HensonNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC06-01-2017
Antonio Massimo PirainoNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC01-17-2020
Barbara Theresa DotyNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC01-06-2011
Bobby BurnsNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC12-13-2019
Bradford J. MartindaleNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC06-10-2016
Bradley David Dodge IINorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC01-11-2019
Bradley Joseph NolanNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC02-15-2011
Brandi Billy Jean LamarcheNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC05-04-2016
Brendan Magner Van EgerenNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC03-15-2016
Brian P. Schmitt Jr.Northwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC03-17-2015
Brianna K. LamarcaNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC01-03-2017
Brittany Marie BarronNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC10-28-2013
California P. BonhamNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC08-22-2014
Carol Alice JamarNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC02-10-2009
Cassandra Yvette LujanNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC01-07-2011
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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.