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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Darrell Allen McLaughlinAllstate Financial Services, LLCParkland Securities, LLC02-09-2018
Darrell Gifford CookeAllstate Financial Services, LLCHorace Mann Investors, Inc.08-12-2020
Darren Randall SetAllstate Financial Services, LLCCitigroup Global Markets Inc.11-15-2010
Darren Thomas DavisAllstate Financial Services, LLCEdward Jones08-16-2019
Darren Vincent PattonAllstate Financial Services, LLCVoya Financial Advisors, Inc.12-18-2018
Darwin Tak WongAllstate Financial Services, LLCState Farm VP Management Corp.07-01-2009
Daryl Robert RoweAllstate Financial Services, LLCMetLife Securities Inc.05-17-2012
Dat C TrinhAllstate Financial Services, LLCChase Investment Services Corp.12-01-2010
David A. StatemanAllstate Financial Services, LLCAXA Advisors, LLC02-21-2014
David Alain DuquetteAllstate Financial Services, LLCNYLIFE Securities LLC05-17-2019
David Allen BogartAllstate Financial Services, LLCSpectrum Financial Resources05-08-2017
David An TranAllstate Financial Services, LLCKey Investment Services LLC08-15-2019
David Anthony VessellaAllstate Financial Services, LLCMetLife Securities Inc.10-17-2016
David Arthur Monk IIAllstate Financial Services, LLCCapital One Investing, LLC08-23-2018
David Brian VoydikAllstate Financial Services, LLCPrincipal Securities, Inc.$5012-04-2013
David Bryon MorganAllstate Financial Services, LLCMetLife Securities Inc.05-16-2011
David Charles KingAllstate Financial Services, LLCSilver Oak Securities, Incorporated$104-03-2017
David Charles Mace Jr.Allstate Financial Services, LLCCountry Capital Management Company05-07-2012
David Elliott ErbAllstate Financial Services, LLCCape Securities Inc.07-16-2010
David Eric StutzAllstate Financial Services, LLCCountry Capital Management Company02-28-2017
David Gordon FellAllstate Financial Services, LLCMetLife Securities Inc.08-24-2012
David James ErkelAllstate Financial Services, LLCRaymond James Financial Services, Inc.10-09-2014
David John AdamsAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-03-2019
David K ChaffeeAllstate Financial Services, LLCForesters Equity Services, Inc.08-06-2014
David K PhamAllstate Financial Services, LLCAllstate Financial Services, LLC01-16-2020
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Showing 251 to 275 of 1,468 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.