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Monday, September 21, 2026The Morning Brief →Sign in
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Fathom Advisors

MINNEAPOLIS, MN
CRD: 343731
In PWD coverage since September 16, 2026 · 6 stories
Regulatory AUMSEC Form ADV · Sep 18
22EmployeesForm ADV
+7Talent net · 12 months7 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +7 · 7 arrivals · 0 departures
Advisor
Sep 16 · breakaway
Advisor
Sep 15 · breakaway
Advisor
Sep 15 · breakaway
Arrivals
Trevor Dunn
Sep 19
Mark Lyon
Sep 19
Nick Adams
Sep 19
Randy G. Doroff
Sep 19 · from Ameriprise Financial Services
Jake Isaacson
Sep 19
Todd Doroff
Sep 19 · from Ameriprise
Departures
None tracked.
PWD coverage
The Close

The talent war's next front is inside the recordkeeper

MissionSquare is re-clearing its own sales force while the rest of the industry shops the recruiting market; the internal move is the tell for where the rollover fight goes next.
Features · Sep 20The Breakaway Business Has Split in Two
Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
move · Sep 17Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points
The Close · Sep 17The advisor's local relevance is the growth asset no platform can buy
Moves · Sep 16Ameriprise loses a 23-person firm, not a book
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