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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Douglas Allen BodkinAllstate Financial Services, LLCNYLIFE Securities LLC05-20-2011
Douglas Grant BashawAllstate Financial Services, LLCPrincipal Securities, Inc.$1005-30-2013
Douglas Robert WolfAllstate Financial Services, LLCFortune Financial Services, Inc.02-16-2010
Douglas William WarstlerAllstate Financial Services, LLCBanc of America Investment Services, Inc.07-29-2009
Earl Keith CoyAllstate Financial Services, LLCHD Vest Investment Services06-11-2009
Edmond Ming LimAllstate Financial Services, LLCTransamerica Financial Advisors, Inc09-22-2017
Edward Allen KolankoAllstate Financial Services, LLCSecurities America, Inc.$2506-25-2010
Edward HackettAllstate Financial Services, LLCMML Investors Services, LLC03-06-2019
Elizabeth Marie BiehlerAllstate Financial Services, LLCM&T Securities, Inc.$2512-06-2018
Emmet Nels NelsonAllstate Financial Services, LLCNYLIFE Securities LLC08-16-2012
Eric Adam BeitchmanAllstate Financial Services, LLCLPL Financial LLC10-08-2014
Eric G. GarciaAllstate Financial Services, LLCState Farm VP Management Corp.04-06-2015
Eric J. WalterAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2015
Eric John ClaspillAllstate Financial Services, LLCWaddell & Reed06-12-2017
Eric M. SpringAllstate Financial Services, LLCAXA Distributors, LLC02-10-2012
Eric Matthew SavacoolAllstate Financial Services, LLCTransamerica Financial Advisors, Inc06-27-2018
Eric Orlando RiveraAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2017
Eric Richard BohmanAllstate Financial Services, LLCState Farm VP Management Corp.03-17-2015
Eric S. ThompsonAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2012
Eric W. SpencerAllstate Financial Services, LLCState Farm VP Management Corp.11-09-2016
Erica HenstAllstate Financial Services, LLCAmeriprise Financial Services, Inc.01-06-2009
Erik David MacmurrayAllstate Financial Services, LLCMetLife Securities Inc.11-04-2009
Erik Michael AndersenAllstate Financial Services, LLCNYLIFE Securities LLC06-27-2016
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
Eva L. BowmanAllstate Financial Services, LLCState Farm VP Management Corp.03-10-2017
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Showing 151 to 175 of 678 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.

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