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
Anthony ClementoAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-27-2010
Anthony Edward RobinetteAllstate Financial Services, LLCChase Investment Services Corp.$5006-07-2010
Anthony Errol LevyAllstate Financial Services, LLCWorld Choice Securities, Inc.10-12-2016
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Anthony Joseph Spena Sr.Allstate Financial Services, LLCKey Investment Services LLC12-05-2017
Anthony Mario CarielloAllstate Financial Services, LLCW&S Brokerage Services, Inc.01-12-2011
Anthony NigroAllstate Financial Services, LLCPruco Securities, LLC.$5002-16-2017
Anthony R. SaucedaAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.02-12-2016
Anthony Vincent Chase IIIAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.06-30-2015
Arslanamin ShahAllstate Financial Services, LLCMML Investors Services, LLC03-27-2019
Arthur Allen BlairAllstate Financial Services, LLCSovereign Wealth Advisors LLC06-15-2018
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC$1409-26-2017
Barrett R. DelkAllstate Financial Services, LLCCW Securities, LLC08-30-2013
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.05-24-2017
Benjamin L. ArndtAllstate Financial Services, LLCState Farm VP Management Corp.04-25-2018
Benjamin L. Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC09-20-2017
Benjamin Navarro Jr.Allstate Financial Services, LLCSecurian Financial Services, Inc.06-24-2014
Benjamin S. HoisingtonAllstate Financial Services, LLCNYLIFE Securities LLC07-25-2016
Beverly Dawn LaneAllstate Financial Services, LLCState Farm VP Management Corp.01-04-2017
Bonnita Lee HargisAllstate Financial Services, LLCNYLIFE Securities LLC04-28-2009
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Brady WattsAllstate Financial Services, LLCHancock Whitney Investment Services Inc.11-12-2015
Brendan Colin SchuckAllstate Financial Services, LLCPrudential Annuities Distributors, Inc08-10-2012
Brian David FisherAllstate Financial Services, LLCFairport Capital, Inc.06-17-2009
Brian Edward StreemAllstate Financial Services, LLCAllstate Distributors, L.L.C.04-08-2016
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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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