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
Joel Nicholas RevakThrivent Investment Management Inc.LPL Financial LLC02-05-2019
Sherri Lynn HalversonThrivent Investment Management Inc.Robert W. Baird & Co. Incorporated$15012-04-2017
Eric Paul HeinzThrivent Investment Management Inc.SII Investments, Inc.09-27-2017
Ryan James ThorpeThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.08-09-2017
Jay David LandremanThrivent Investment Management Inc.Edward Jones10-26-2016
Michelle Marie OldhamThrivent Investment Management Inc.GWFS Equities, Inc.10-03-2016
Randall Stuart KurtzThrivent Investment Management Inc.J.P. Morgan Securities LLC04-15-2016
Jessica Lynn DontjeThrivent Investment Management Inc.Country Capital Management Company01-28-2016
Joel Stuart MerrittThrivent Investment Management Inc.Ameriprise Financial Services, Inc.01-28-2016
Jason Lawrence MascittiThrivent Investment Management Inc.Filbrandt Investment Advisers Incorporated11-17-2015
Susan Marie PowellThrivent Investment Management Inc.SII Investments, Inc.$111-10-2015
Jonathan Robert WiegandThrivent Investment Management Inc.Investment Centers of America, Inc.10-01-2015
Kristin Lenee ReeseThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.04-30-2015
Thomas Patrick McneillThrivent Investment Management Inc.Associated Investment Services, Inc.12-08-2014
Janelle L BinsfeldThrivent Investment Management Inc.LPL Financial LLC08-28-2014
Laura Jean BarnardThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.08-19-2014
Peter Joseph KaplerThrivent Investment Management Inc.Wells Fargo Funds Distributor, LLC08-07-2014
William Ross ChadekThrivent Investment Management Inc.J.P. Morgan Securities LLC02-26-2014
Brady Robert EndlThrivent Investment Management Inc.Johnson Wealth Inc.$15002-17-2014
Brad Alan ZardaThrivent Investment Management Inc.AXA Advisors, LLC01-24-2014
David Fredrick OhlroggeThrivent Investment Management Inc.Commonwealth Financial Network$2512-17-2013
Laurie Maynard NeveauThrivent Investment Management Inc.Strategic Investment Advisors, LLC12-09-2013
Scott Jay BushmanThrivent Investment Management Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-06-2013
Ole Jacob WiersholmThrivent Investment Management Inc.Morgan Stanley10-04-2013
Sandra Kay YaegerThrivent Investment Management Inc.OneAmerica Securities, Inc.06-25-2013
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Showing 1 to 25 of 33 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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