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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Thomas BoneAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-19-2019
Georgia Martin AdamsAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-26-2019
Nicholas Aaron WardAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-31-2019
Tracy Thomas MartinoAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-10-2019
Thomas J KiernanAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC04-08-2019
Gabe Ian LinehanAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2019
Brian Keith Seymour IIAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-15-2018
Kevin Leslie GaraskyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-20-2017
Robert Joseph LaneyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-04-2016
Daniel Edward DalinAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-08-2016
Ryan Michael WilkinsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-27-2016
Scott Alan SedoreAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-02-2016
Alex Robert JohnsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-11-2016
Jon William MunroAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-19-2015
Adam Rietz MangoldAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-21-2015
Eric Lee GornyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-26-2015
Daniel Lucas DickersonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-16-2015
Gerald M. TaylorAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2015
Brian Todd KaaneheAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-19-2014
Mark Alexander DavisAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-22-2013
Karin Audra WesselAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC01-02-2013
James Uriel MarreroAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC08-10-2012
Cole J. TurleyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-01-2011
Charles Howard BeckAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-27-2011
Hermann Widmer TrochaAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC03-04-2009
Next Page »

Showing 1 to 25 of 30 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.