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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Joseph PochowskiThrivent Investment Management Inc.Commonwealth Financial Network06-04-2019
Brady Robert EndlThrivent Investment Management Inc.Johnson Wealth Inc.02-17-2014
Brian Edwin FarleyThrivent Investment Management Inc.Edward Jones05-09-2019
Cory Francis CampbellThrivent Investment Management Inc.AXA Advisors, LLC10-17-2011
David Fredrick OhlroggeThrivent Investment Management Inc.Commonwealth Financial Network12-17-2013
Eric Paul HeinzThrivent Investment Management Inc.SII Investments, Inc.09-27-2017
Janelle L BinsfeldThrivent Investment Management Inc.LPL Financial LLC08-28-2014
Jason Lawrence MascittiThrivent Investment Management Inc.Filbrandt Investment Advisers Incorporated11-17-2015
Joel Nicholas RevakThrivent Investment Management Inc.LPL Financial LLC02-05-2019
Jonathan Douglas LeonardThrivent Investment Management Inc.J.P. Morgan Securities LLC02-27-2013
Kay Ann AndersonThrivent Investment Management Inc.Uvest Financial Services Group, Inc.03-19-2010
Laura Jean BarnardThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.08-19-2014
Peter Joseph KaplerThrivent Investment Management Inc.Wells Fargo Funds Distributor, LLC08-07-2014
Ryan James ThorpeThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.08-09-2017
Ryan Patrick VandelooThrivent Investment Management Inc.Northwestern Mutual Investment Services, LLC$5001-28-2010
Sherri Lynn HalversonThrivent Investment Management Inc.Robert W. Baird & Co. Incorporated$15012-04-2017
Susan Marie PowellThrivent Investment Management Inc.SII Investments, Inc.11-10-2015

Showing 1 to 17 of 17 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.


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