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
Jason R. CampbellAllstate Financial Services, LLCMML Investors Services, LLC02-09-2017
Markus Miguel Williams Jr.Allstate Financial Services, LLCMML Investors Services, LLC01-30-2017
Carter Gooktae KimAllstate Financial Services, LLCMML Investors Services, LLC01-20-2017
Wayne Allen PiperAllstate Financial Services, LLCMML Investors Services, LLC11-28-2016
Ryan Dean JenningsAllstate Financial Services, LLCMML Investors Services, LLC11-07-2016
Eric Christopher PetranchukAllstate Financial Services, LLCMML Investors Services, LLC09-30-2016
William Francis CampbellAllstate Financial Services, LLCMML Investors Services, LLC05-17-2016
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$5005-13-2016
Sean Adam WorthAllstate Financial Services, LLCMML Investors Services, LLC04-25-2016
Brandon Richard BeeryAllstate Financial Services, LLCMML Investors Services, LLC02-29-2016
Richard F Virkler Jr.Allstate Financial Services, LLCMML Investors Services, LLC02-08-2016
Vincent MiseoAllstate Financial Services, LLCMML Investors Services, LLC01-28-2016
Michael Anthony TrabuccoAllstate Financial Services, LLCMML Investors Services, LLC08-13-2015
Dennis Michael PellegrinoAllstate Financial Services, LLCMML Investors Services, LLC09-08-2014
William Brown Cox Sr.Allstate Financial Services, LLCMML Investors Services, LLC$5008-20-2014
Waylon Vincent BiggsAllstate Financial Services, LLCMML Investors Services, LLC06-26-2014
Marcus Terrell TurnerAllstate Financial Services, LLCMML Investors Services, LLC04-03-2014
Timothy John CiullaAllstate Financial Services, LLCMML Investors Services, LLC01-01-2014
Ismael DelgadoAllstate Financial Services, LLCMML Investors Services, LLC11-15-2013
James Joseph MotaAllstate Financial Services, LLCMML Investors Services, LLC$106-18-2013
Gregory Joseph NixonAllstate Financial Services, LLCMML Investors Services, LLC05-17-2013
James Christopher ShafferAllstate Financial Services, LLCMML Investors Services, LLC11-08-2012
Gregory Howard KampAllstate Financial Services, LLCMML Investors Services, LLC03-19-2012
Timothy Bernard CooneyAllstate Financial Services, LLCMML Investors Services, LLC12-09-2011
Matthew Thomas ElwoodAllstate Financial Services, LLCMML Investors Services, LLC$102-08-2011
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Showing 26 to 50 of 1,724 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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