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
William Harris EvansThrivent Investment Management Inc.Foresters Financial Services, Inc.01-09-2018
Jason Robert GenaThrivent Investment Management Inc.Edward Jones04-05-2016
Kevin KarlanderThrivent Investment Management Inc.Morgan Stanley03-02-2016
Nathaniel W. CollierThrivent Investment Management Inc.LPL Financial LLC12-01-2014
Tammy Lynn BrownThrivent Investment Management Inc.Money Concepts Capital Corp04-29-2014
William C. ForeThrivent Investment Management Inc.Lincoln Financial Distributors, Inc.03-20-2014
Cheryl Christine AveryThrivent Investment Management Inc.American Fidelity Securities, Inc.08-27-2013
William Francis PowersThrivent Investment Management Inc.Transamerica Financial Advisors, Inc04-24-2013
David Kerrin HurstThrivent Investment Management Inc.American Equity Investment Corporation12-13-2012
Aaron Klye LanteigneThrivent Investment Management Inc.Edward Jones05-07-2009
Katheryn D. HigginsThrivent Investment Management Inc.Morgan Stanley & Co. LLC03-30-2009

Showing 1 to 11 of 11 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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