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)

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Arnie Kenneth CabilesAchievable Wealth, LLCMetLife Securities Inc.08-23-2016
Rebecca Lyn AgamaiteAdvisors Management Group IncMetLife Securities Inc.03-09-2011
Richard S SentnorAdvisory Resource Group, LLCMetLife Securities Inc.$2506-09-2015
Terry Patrick WallAllstate Financial Services, LLCMetLife Securities Inc.03-15-2016
Julie Lynn RussellAllstate Financial Services, LLCMetLife Securities Inc.10-29-2015
Julia Zeta CoxAllstate Financial Services, LLCMetLife Securities Inc.02-20-2015
Milton George AllenAllstate Financial Services, LLCMetLife Securities Inc.07-17-2014
Silvia RomanitaAllstate Financial Services, LLCMetLife Securities Inc.05-08-2014
Ricky Gray CrabtreeAllstate Financial Services, LLCMetLife Securities Inc.01-31-2014
George RamageAllstate Financial Services, LLCMetLife Securities Inc.$2511-25-2013
Scott David PuigAllstate Financial Services, LLCMetLife Securities Inc.09-23-2013
Lester KelseyAllstate Financial Services, LLCMetLife Securities Inc.$5009-03-2013
David Gordon FellAllstate Financial Services, LLCMetLife Securities Inc.08-24-2012
Daryl Robert RoweAllstate Financial Services, LLCMetLife Securities Inc.$2505-17-2012
David Bryon MorganAllstate Financial Services, LLCMetLife Securities Inc.05-16-2011
Robert Bruce TeitelbaumAllstate Financial Services, LLCMetLife Securities Inc.03-02-2010
Stephen Carl Bransburg JrAllstate Financial Services, LLCMetLife Securities Inc.$5001-13-2010
Michael Richard SchultzAllstate Financial Services, LLCMetLife Securities Inc.10-13-2009
Peter Lawrence McClureAllstate Financial Services, LLCMetLife Securities Inc.06-23-2009
Patrick Joseph SheridanAllstate Financial Services, LLCMetLife Securities Inc.01-12-2009
William Joseph HeslinAmerican Portfolios Financial Services, Inc.MetLife Securities Inc.07-29-2016
Paul Raymond MoranAmerican Portfolios Financial Services, Inc.MetLife Securities Inc.07-29-2016
Louis Sal AlfanoAmerican Portfolios Financial Services, Inc.MetLife Securities Inc.07-29-2016
Daniel Steven Williams JrAmerican Portfolios Financial Services, Inc.MetLife Securities Inc.06-20-2016
Scott CoopersmithAmerican Portfolios Financial Services, Inc.MetLife Securities Inc.$2511-19-2012
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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.