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

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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
James Patrick LeadererAllstate Financial Services, LLCAffordable Life Plans, LLC06-29-2015
Fred AbramsAllstate Financial Services, LLCAIG Capital Services, Inc.07-20-2016
Terence Vincent GallagherAllstate Financial Services, LLCAmeriprise Financial Services, LLC08-20-2020
Donzie R FordAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-10-2020
Anthony Lee AllbrightAllstate Financial Services, LLCAmeriprise Financial Services, LLC10-11-2019
David John AdamsAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-03-2019
Christine Maria WardAllstate Financial Services, LLCAmeriprise Financial Services, LLC05-04-2017
Shannon Elizabeth WiatrekAllstate Financial Services, LLCAmeriprise Financial Services, LLC02-21-2017
Matthew Daniel GreeneAllstate Financial Services, LLCAmeriprise Financial Services, LLC$6105-02-2013
Toby L SteinmetzAllstate Financial Services, LLCAmeriprise Financial Services, LLC01-22-2013
Randall William FreitasAllstate Financial Services, LLCAmeriprise Financial Services, LLC$15009-04-2012
Peter James StockwellAllstate Financial Services, LLCAmeriprise Financial Services, LLC$2512-29-2010
Jeffrey Richard MyersAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-01-2010
Erica HenstAllstate Financial Services, LLCAmeriprise Financial Services, LLC01-06-2009
Domenick Joseph SocciAllstate Financial Services, LLCAmeritas Investment Company, LLC07-26-2011
Jimmy Stacey BowenAllstate Financial Services, LLCAmeritas Investment Company, LLC08-05-2010
James Michael DerosaAllstate Financial Services, LLCAmeritas Investment Company, LLC$5007-20-2010
Scott Reginald CampbellAllstate Financial Services, LLCAmeritas Investment Company, LLC06-09-2010
Ronald Francis MurthaAllstate Financial Services, LLCAmeritas Investment Company, LLC08-10-2009
Michael Robert ValenteAllstate Financial Services, LLCAmfin Investment Services, Inc.05-07-2010
Earl Keith CoyAllstate Financial Services, LLCAvantax Investment Services, Inc.$2506-11-2009
Roger Allen St LiferAllstate Financial Services, LLCBanc of America Investment Services, Inc.$5002-20-2009
Colby RogersAllstate Financial Services, LLCBancWest Investment Services, Inc.03-15-2018
Craig Michael PretzingerAllstate Financial Services, LLCBancWest Investment Services, Inc.03-23-2009
Albert Bryan ShapiroAllstate Financial Services, LLCBankers Life Securities, Inc.07-28-2020
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Showing 1 to 25 of 694 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.