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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joyce Ebo OdoomThrivent Investment Management Inc.Wells Fargo Clearing Services, LLC07-13-2020
Angela Marie MckenzieThrivent Investment Management Inc.Wells Fargo Clearing Services, LLC08-26-2019
Deidre Marlene TomczakThrivent Investment Management Inc.Wells Fargo Clearing Services, LLC06-05-2019
Cory Michael WerlingerThrivent Investment Management Inc.Waddell & Reed05-30-2019
Robert Williams IIIThrivent Investment Management Inc.Questar Capital Corporation04-26-2019
Kyle Douglas KalkbrennerThrivent Investment Management Inc.Allstate Financial Services, LLC03-07-2019
Lori Lynn BlohmThrivent Investment Management Inc.Securian Financial Services, Inc.02-05-2019
Justin Lee EspensonThrivent Investment Management Inc.LPL Financial LLC06-19-2018
Jason Scott RiesgrafThrivent Investment Management Inc.LPL Financial LLC05-11-2018
Timothy P FaigThrivent Investment Management Inc.Scottrade, Inc.03-15-2018
Matthew Scott RinesThrivent Investment Management Inc.The Leaders Group, Inc.12-05-2017
Todd Joseph KelzenbergThrivent Investment Management Inc.Cetera Advisor Networks LLC$2511-06-2017
Chad E RediskeThrivent Investment Management Inc.PFS Investments Inc.09-07-2017
Wilfred WongThrivent Investment Management Inc.Waddell & Reed06-19-2017
Elizabeth Marie OdegaardThrivent Investment Management Inc.Morgan Stanley07-18-2016
Andrew AumannThrivent Investment Management Inc.Edward Jones06-21-2016
Bridget Kathleen FallonThrivent Investment Management Inc.Ameriprise Financial Services, LLC05-12-2016
Ann Marie KirchnerThrivent Investment Management Inc.Financial Designs, Inc.02-04-2016
Richard Ross Vande VegteThrivent Investment Management Inc.Edward Jones11-10-2015
Joan Ann RobertsThrivent Investment Management Inc.Securian Financial Services, Inc.04-20-2015
Elton K ChanThrivent Investment Management Inc.U.S. Bancorp Investments, Inc.11-14-2014
Amy Jean ErkenbrackThrivent Investment Management Inc.Questar Capital Corporation07-01-2014
Todd Joseph Rabell-OHalloranThrivent Investment Management Inc.PFS Investments Inc.01-24-2014
Anne Marie KerstenThrivent Investment Management Inc.UBS Financial Services Inc.12-21-2012
Joseph Donald LangThrivent Investment Management Inc.Signator Investors, Inc.04-27-2012
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Showing 1 to 25 of 32 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.