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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jessica Lynn MansavageNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.03-23-2018
Daniel Daudi WardNorthwestern Mutual Investment Services, LLCCountry Capital Management Company10-26-2017
Alicia Brooke LantzNorthwestern Mutual Investment Services, LLCRobert W. Baird & Co. Incorporated10-05-2017
Erica WrightNorthwestern Mutual Investment Services, LLCWells Fargo Funds Distributor, LLC05-08-2017
Laird Stuart MyroldNorthwestern Mutual Investment Services, LLCOneAmerica Securities, Inc.02-03-2017
Nancy Sarah NoonNorthwestern Mutual Investment Services, LLCDunham & Associates Investment Counsel, Inc.01-12-2017
Bryce Donald DankersNorthwestern Mutual Investment Services, LLCBernicke Wealth Management, Ltd.12-13-2016
Philip Michael MeccaNorthwestern Mutual Investment Services, LLCSentry Equity Services, Inc.11-10-2016
Jonathan Patrick RobinsonNorthwestern Mutual Investment Services, LLCLPL Financial LLC10-31-2016
Kristen Dawn MassieNorthwestern Mutual Investment Services, LLCWoodbury Financial Services, Inc.09-26-2016
Danny VongnarathNorthwestern Mutual Investment Services, LLCBronfman E.L. Rothschild Capital, LLC09-08-2016
Gary Michael TsoumasNorthwestern Mutual Investment Services, LLCMutual of Omaha Investor Services, Inc.08-29-2016
Jeremy David BardonNorthwestern Mutual Investment Services, LLCLPL Financial LLC08-12-2016
Daniel Louis SiekierskiNorthwestern Mutual Investment Services, LLCRobert W. Baird & Co. Incorporated05-11-2016
KEVIN Daniel HARRINGTONNorthwestern Mutual Investment Services, LLCLPL Financial LLC02-23-2016
Glenn Robert KirstNorthwestern Mutual Investment Services, LLCWells Fargo Clearing Services, LLC$1009-17-2015
Jonathan Stephen DavisNorthwestern Mutual Investment Services, LLCWells Fargo Clearing Services, LLC07-10-2015
Megan Nicole HenryNorthwestern Mutual Investment Services, LLCINVEST Financial Corporation06-16-2015
Joseph Michael DwyerNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.05-29-2015
Adam Scott HuebnerNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.04-15-2015
Joseph John TristanoNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.09-01-2014
Mary Jo StaniszewskiNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.06-18-2014
Joel Thomas BlattnerNorthwestern Mutual Investment Services, LLCPackerland Brokerage Services, Inc.05-13-2014
Patrick Joseph CurranNorthwestern Mutual Investment Services, LLCWells Fargo Clearing Services, LLC04-10-2014
Angela Anne KjorlienNorthwestern Mutual Investment Services, LLCMorgan Stanley$2512-20-2013
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Showing 1 to 25 of 41 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.

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