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
Dennis R. MurphyCitizens Securities, Inc.Allstate Financial Services, LLC06-05-2019
Vito Michael PetrielloAXA Advisors, LLCAllstate Financial Services, LLC05-01-2019
James Gregory GoupilMML Investors Services, LLCAllstate Financial Services, LLC05-22-2018
George Ochora OpiraHD Vest Investment ServicesAllstate Financial Services, LLC01-13-2017
Devin Marquis WhiteJanney Montgomery Scott LLCAllstate Financial Services, LLC01-10-2017
Robert Scott FrostPark Avenue Securities LLCAllstate Financial Services, LLC02-08-2016
Steven HorowitzLincoln InvestmentAllstate Financial Services, LLC11-19-2015
Robert F SmithPruco Securities, LLC.Allstate Financial Services, LLC04-17-2015
Christopher Stephen O'DellAmeriprise Financial Services, Inc.Allstate Financial Services, LLC06-24-2014
Jason Russell KelleyCambridge Investment Research, Inc.Allstate Financial Services, LLC02-07-2014
Yanique Keisha Paula AndersonHSBC Securities (USA) Inc.Allstate Financial Services, LLC01-22-2013
Andrew Anthony CambriaState Farm VP Management Corp.Allstate Financial Services, LLC11-02-2012
Dolores B MitchellRoyal Alliance Associates, Inc.Allstate Financial Services, LLC11-01-2010
Stephen DemaioLPL Financial LLCAllstate Financial Services, LLC$8004-12-2016

Showing 1 to 14 of 14 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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