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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Samuel J RobinsonNorthwestern Mutual Investment Services, LLCAlight Financial Solutions, LLC05-13-2020
Jacob John BishopNorthwestern Mutual Investment Services, LLCCharles Schwab & Co., Inc.03-10-2020
Kimberly BellNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.02-27-2020
Myles Pennington AllinghamNorthwestern Mutual Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2019
Joseph Matthew BrooksNorthwestern Mutual Investment Services, LLCKestra Investment Services, LLC10-23-2018
Megan Laura Wallace HeathcoteNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC10-19-2017
Nathan Christian DegoedeNorthwestern Mutual Investment Services, LLCVirtu Americas LLC08-28-2017
Jed Davis WilkersonNorthwestern Mutual Investment Services, LLCWells Fargo Securities, LLC01-03-2017
Christopher W BibowNorthwestern Mutual Investment Services, LLCPark Avenue Securities LLC09-08-2016
Jeffrey Allen GluckNorthwestern Mutual Investment Services, LLCState Farm VP Management Corp.06-30-2016
Peter M CashinNorthwestern Mutual Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2015
John Radcliffe BoulwareNorthwestern Mutual Investment Services, LLCPatrick Capital Markets, LLC08-20-2015
Robert Jennings MorphisNorthwestern Mutual Investment Services, LLCW&S Brokerage Services, Inc.02-04-2014
Kevin Russell PasarillaNorthwestern Mutual Investment Services, LLCRaymond James Financial Services, Inc.09-26-2013
Kevin Patrick RandallNorthwestern Mutual Investment Services, LLCEdward Jones$16406-17-2013

Showing 1 to 15 of 15 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.