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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Lloyd BrundageFacet Wealth, IncAllstate Financial Services, LLC10-08-2020
Vibha Janarden RawalMML Investors Services, LLCAllstate Financial Services, LLC01-16-2020
Manuel Angelo De La RosaW&S Brokerage Services, Inc.Allstate Financial Services, LLC04-09-2019
Curtis Bernard WileyLPL Financial LLCAllstate Financial Services, LLC01-23-2019
Divia E CorreaMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC01-10-2019
Cynthia M MichelPruco Securities, LLC.Allstate Financial Services, LLC12-13-2018
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Mark Perry KissingerNYLIFE Securities LLCAllstate Financial Services, LLC11-27-2018
Justin Jebamony RobertFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-11-2018
Michael Darnell PorterMML Investors Services, LLCAllstate Financial Services, LLC06-22-2018
Harold Leon LoydFarmers Financial Solutions, LLCAllstate Financial Services, LLC06-07-2018
William Robert WhiteGradient Securities, LLCAllstate Financial Services, LLC10-26-2017
Michael Paul CallahanFarmers Financial Solutions, LLCAllstate Financial Services, LLC09-14-2017
Sean Kendrick StephensHorace Mann Investors, Inc.Allstate Financial Services, LLC07-21-2017
Sean Paul PerezGradient Securities, LLCAllstate Financial Services, LLC09-07-2016
Brandon T GreenGradient Securities, LLCAllstate Financial Services, LLC07-14-2016
Loc Phuc PhamFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-15-2016
Eric Joseph BlakeRaymond James Financial Services, Inc.Allstate Financial Services, LLC09-08-2014
Brandon Chad RaineyEdward JonesAllstate Financial Services, LLC04-28-2014
Jimmy Allen GrigsbyEdward JonesAllstate Financial Services, LLC04-07-2014
Bradley Eugene LemmonEdward JonesAllstate Financial Services, LLC02-24-2014
Paul Dewayne KelleyFortune Financial Services, Inc.Allstate Financial Services, LLC$2503-26-2019
Kelly Jean MillerVALIC Financial Advisors, Inc.Allstate Financial Services, LLC$5005-21-2018

Showing 1 to 23 of 23 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.