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
Robert Francis HartAllianceBernstein L.P.PNC Investments05-12-2016
Gregory Lawrence TeetzelAllstate Financial Services, LLCPNC Investments04-11-2017
Carol Lynn BendikAllstate Financial Services, LLCPNC Investments$5008-24-2016
Phillip William HolstromAllstate Financial Services, LLCPNC Investments$107-15-2016
Mohammed D AounAllstate Financial Services, LLCPNC Investments02-18-2016
John Joseph KlossAllstate Financial Services, LLCPNC Investments$101-05-2015
Robert Woodrow Archbald Jr.Allstate Financial Services, LLCPNC Investments11-13-2013
Jody L PulliumAllstate Financial Services, LLCPNC Investments$19110-31-2013
Satinder K TuckerAllstate Financial Services, LLCPNC Investments08-15-2013
Eric James PalomoAllstate Financial Services, LLCPNC Investments04-01-2013
Robin Vail PlattAllstate Financial Services, LLCPNC Investments02-28-2013
Jamie L TurnerAllstate Financial Services, LLCPNC Investments02-11-2013
Ryan Christopher ColeAllstate Financial Services, LLCPNC Investments$1006-06-2012
Brendan Timothy SheehanAllstate Financial Services, LLCPNC Investments01-24-2012
Jose D ConstantinoAllstate Financial Services, LLCPNC Investments11-03-2011
Michael Lloyd ConwayAllstate Financial Services, LLCPNC Investments10-01-2010
Gregory Wade GobbleAlton Securities Group Inc.PNC Investments05-27-2011
Kevin Farrell, John AngiulliAmeriprise FinancialPNC Investments $16011-29-2013
Joseph David BanishAmeriprise Financial Services, Inc.PNC Investments03-10-2017
Dylan Jaymes BaxterAmeriprise Financial Services, Inc.PNC Investments12-07-2016
Miranda Dawn CollingwoodAmeriprise Financial Services, Inc.PNC Investments10-12-2016
James Henry McconnellAmeriprise Financial Services, Inc.PNC Investments09-01-2015
Ryan Michael OrsleyAmeriprise Financial Services, Inc.PNC Investments$5006-05-2015
Sean Andrew FitzpatrickAmeriprise Financial Services, Inc.PNC Investments06-05-2015
Shivani SinghAmeriprise Financial Services, Inc.PNC Investments02-27-2015
Next Page »

Showing 1 to 25 of 1,580 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.


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