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
William James DervinMutual of Omaha Investor Services, Inc.Allstate Financial Services, LLC07-22-2019
Dennis R. MurphyCitizens Securities, Inc.Allstate Financial Services, LLC06-05-2019
Kent Wesley HeinlePruco Securities, LLC.Allstate Financial Services, LLC06-03-2019
Vito Michael PetrielloAXA Advisors, LLCAllstate Financial Services, LLC05-01-2019
James Duncan McGaryCUNA Brokerage Services, Inc.Allstate Financial Services, LLC04-23-2019
Timothy James RabbittJ.P. Morgan Securities LLCAllstate Financial Services, LLC04-11-2019
Barry Alaric SaturdayLincoln Financial Securities CorporationAllstate Financial Services, LLC04-10-2019
Mariah Mae GatesFarmers Financial Solutions, LLCAllstate Financial Services, LLC04-02-2019
Craig Randall CokerCantella & Co., Inc.Allstate Financial Services, LLC03-21-2019
Kyle Douglas KalkbrennerThrivent Investment Management Inc.Allstate Financial Services, LLC03-07-2019
Cynthia V. AcostaThrivent Investment Management Inc.Allstate Financial Services, LLC03-01-2019
Mary Ramiro AgcaoiliFarmers Financial Solutions, LLCAllstate Financial Services, LLC02-18-2019
Irma Eliza AbrilFBL Marketing Services, LLCAllstate Financial Services, LLC02-01-2019
Rex William OliverFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-24-2019
Todd Joseph RichhartVoya Financial Advisors, Inc.Allstate Financial Services, LLC01-22-2019
Jimmy ChengFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-10-2019
Rodrick Kevin SullivanVALIC Financial Advisors, Inc.Allstate Financial Services, LLC01-08-2019
Peter Andrew HeidenreichVALIC Financial Advisors, Inc.Allstate Financial Services, LLC12-26-2018
Cynthia M. MichelPruco Securities, LLC.Allstate Financial Services, LLC12-13-2018
Juan L. Flacco EspinozaSantander Securities LLCAllstate Financial Services, LLC12-03-2018
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Mark Perry KissingerNYLIFE Securities LLCAllstate Financial Services, LLC11-27-2018
Dominic Andrew RussoThrivent Investment Management Inc.Allstate Financial Services, LLC11-03-2018
Michael R. SturmAmeriprise Financial Services, Inc.Allstate Financial Services, LLC10-26-2018
Timothy Michael AnneeOneAmerica Securities, Inc.Allstate Financial Services, LLC10-25-2018
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Showing 1 to 25 of 252 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.

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