Advisers on the Move TEST

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
William Peter Weber IIIThrivent Investment Management Inc.Northwestern Mutual Investment Services, LLC12-19-2019
Chad LeeThrivent Investment Management Inc.Robert W. Baird & Co. Incorporated11-08-2019
Jennifer M. HipkissThrivent Investment Management Inc.Thrivent Investment Management Inc.07-05-2019
Anthony Joseph PochowskiThrivent Investment Management Inc.Commonwealth Financial Network06-04-2019
Brian Edwin FarleyThrivent Investment Management Inc.Edward Jones05-09-2019
Joel Nicholas RevakThrivent Investment Management Inc.LPL Financial LLC02-05-2019
Richard Tirivanhuwo MakopeThrivent Investment Management Inc.J.P. Morgan Securities LLC06-22-2018
Jesse Tyler DunsmoreThrivent Investment Management Inc.Scottrade, Inc.04-05-2018
Sherri Lynn HalversonThrivent Investment Management Inc.Robert W. Baird & Co. Incorporated$15012-04-2017
Jonathan Lee McGlinThrivent Investment Management Inc.Scottrade, Inc.10-25-2017
Eric Paul HeinzThrivent Investment Management Inc.SII Investments, Inc.09-27-2017
Cody EversThrivent Investment Management Inc.Pruco Securities, LLC.09-19-2017
Ryan James ThorpeThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.08-09-2017
Mauricio VilchezThrivent Investment Management Inc.Northwestern Mutual Investment Services, LLC05-04-2017
Barry Scott ArnoldThrivent Investment Management Inc.Arnold Investment Counsel Inc01-13-2017
Jay D. LandremanThrivent Investment Management Inc.Edward Jones10-26-2016
Michelle Marie OldhamThrivent Investment Management Inc.GWFS Equities, Inc.10-03-2016
Adam Joseph DomaskThrivent Investment Management Inc.Packerland Brokerage Services, Inc.06-09-2016
Joel Glenn DevcichThrivent Investment Management Inc.Thrivent Investment Management Inc.05-31-2016
Randall Stuart KurtzThrivent Investment Management Inc.J.P. Morgan Securities LLC04-15-2016
Jessica Lynn DontjeThrivent Investment Management Inc.Country Capital Management Company01-28-2016
Joel S MerrittThrivent Investment Management Inc.Ameriprise Financial Services, LLC01-28-2016
Jason Lawrence MascittiThrivent Investment Management Inc.Filbrandt Investment Advisers Incorporated11-17-2015
Susan Marie PowellThrivent Investment Management Inc.SII Investments, Inc.11-10-2015
Christopher Michael NelsonThrivent Investment Management Inc.Edward Jones10-28-2015
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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.