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
Jeffrey Thomas BoneAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-19-2019
Keith Dean FlennerAllstate Financial Services, LLCBankers Life Securities, Inc.12-16-2019
Ryan Nicholas SmarrAllstate Financial Services, LLCCommunityAmerica Financial Solutions, LLC$10012-09-2019
Stephen EnigbokanAllstate Financial Services, LLCThrivent Investment Management Inc.$5012-05-2019
Albert Maurice Omar JudsonAllstate Financial Services, LLCEdward Jones12-02-2019
Georgia Martin AdamsAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-26-2019
Terri Lynn WeatherlyAllstate Financial Services, LLCPrincipal Securities, Inc.11-26-2019
Tod David RossAllstate Financial Services, LLCPFS Investments Inc.11-25-2019
Erick KeirnAllstate Financial Services, LLCThrivent Investment Management Inc.11-21-2019
John Edward PattersonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2019
Mark Bryant RuyleAllstate Financial Services, LLCMorgan Stanley11-12-2019
Shannon Kyl ShriverAllstate Financial Services, LLCOneAmerica Securities, Inc.11-11-2019
Shawn David MaloneAllstate Financial Services, LLCPruco Securities, LLC.11-11-2019
Nicholas Aaron WardAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-31-2019
Aaron Demond CampbellAllstate Financial Services, LLCFarmers Financial Solutions, LLC$15010-28-2019
Robert Corey FinchAllstate Financial Services, LLCBBVA Securities Inc.10-23-2019
Brian William SextonAllstate Financial Services, LLCPHX Financial, Inc.10-16-2019
Anthony Lee AllbrightAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$10010-11-2019
Jordan Wayne CramerAllstate Financial Services, LLCHornor, Townsend & Kent, LLC10-10-2019
Jeffery Clay DillonAllstate Financial Services, LLCNYLIFE Securities LLC10-09-2019
Anthony Joseph Pullinzi Jr.Allstate Financial Services, LLCMML Investors Services, LLC10-02-2019
Mark Patrick McGinnisAllstate Financial Services, LLCCitizens Securities, Inc.$15009-30-2019
Michael J. SpehnAllstate Financial Services, LLCThrivent Investment Management Inc.09-23-2019
Kevin H. GayAllstate Financial Services, LLCPNC Investments$10009-20-2019
Christopher Eric LopezAllstate Financial Services, LLCFranklin/Templeton Distributors, Inc.09-17-2019
Next Page »

Showing 1 to 25 of 1,322 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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