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

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Diego Manuel MesaTransamerica Financial Advisors, IncThrivent Investment Management Inc.10-02-2020
Christopher Thomas BonningtonMutual of Omaha Investor Services, Inc.Thrivent Investment Management Inc.07-02-2020
Tyler Zane JorgensenEquitable Advisors, LLCThrivent Investment Management Inc.03-06-2020
John B MoraschFisher InvestmentsThrivent Investment Management Inc.01-08-2020
Kellen S BirdsallMorgan StanleyThrivent Investment Management Inc.12-23-2019
Eric James LeonhardtCliftonLarsonAllen Wealth Advisors, LLCThrivent Investment Management Inc.08-20-2019
Zachary Steven IsraelFisher InvestmentsThrivent Investment Management Inc.06-27-2019
Mark James KinneyCUSO Financial Services, L.P.Thrivent Investment Management Inc.05-24-2019
Brenda Rose ClevenWaddell & ReedThrivent Investment Management Inc.05-03-2019
Stanley Leon BowmanJ.P. Morgan Securities LLCThrivent Investment Management Inc.02-07-2019
Zachry Eldon MillerFisher InvestmentsThrivent Investment Management Inc.10-16-2018
Kevin Jean PentzCommonwealth Financial NetworkThrivent Investment Management Inc.10-23-2017
Samuel Louis RiveraFisher InvestmentsThrivent Investment Management Inc.06-29-2017
Chad Mitchell PetersonColumbia River Financial GroupThrivent Investment Management Inc.06-01-2017
Michael Ray BaltzellColumbia River Financial GroupThrivent Investment Management Inc.06-01-2017
Derek Ronald KaufmanColumbia River Financial GroupThrivent Investment Management Inc.06-01-2017
Katherine M HardinColumbia River Financial GroupThrivent Investment Management Inc.06-01-2017
Jeffrey Michael JonesFidelity Brokerage Services LLCThrivent Investment Management Inc.07-28-2016
Timothy Randall EitreimWells Fargo Clearing Services, LLCThrivent Investment Management Inc.02-10-2016
Stacey Ann MishlerRidgeline Financial Management, LLCThrivent Investment Management Inc.08-28-2015
Jason Charles AndrewCetera Investment Services LLCThrivent Investment Management Inc.02-03-2015
Drew Tyson GlantzWells Fargo Clearing Services, LLCThrivent Investment Management Inc.01-03-2015
Todd David SwanAmeriprise Financial Services, LLCThrivent Investment Management Inc.08-08-2014
Derek Kenson LindholmLPL Financial LLCThrivent Investment Management Inc.10-18-2013
Jared Aaron GreenFisher InvestmentsThrivent Investment Management Inc.$2507-03-2013

Showing 1 to 25 of 25 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.