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
Aaron Christopher MesarosAllstate Financial Services, LLCU.S. Bancorp Investments, Inc.10-05-2011
Aaron Demond CampbellAllstate Financial Services, LLCFarmers Financial Solutions, LLC$15010-28-2019
Abba Joel BlumAllstate Financial Services, LLCAmeriprise Financial Services, Inc.05-21-2014
Abbas A. RawootAllstate Financial Services, LLCLPL Financial LLC$10003-26-2012
Abraham James KaltsasAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$15003-10-2016
Ada GarciaAllstate Financial Services, LLCNYLIFE Securities LLC01-31-2013
Adam I RothbartAllstate Financial Services, LLCMid Atlantic Capital Corporation11-26-2014
Adam John LogueAllstate Financial Services, LLCEdward Jones10-28-2014
Adam Joshua PaganettiAllstate Financial Services, LLCPFS Investments Inc.05-25-2018
Adam M. NollAllstate Financial Services, LLCPruco Securities, LLC.11-09-2018
Adam Nelson LauderdaleAllstate Financial Services, LLCMetLife Securities Inc.04-08-2015
Adam Rietz MangoldAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-21-2015
Adam S. LevanwayAllstate Financial Services, LLCState Farm VP Management Corp.02-10-2017
Adam Steven RibackAllstate Financial Services, LLCNational Securities Corporation$10001-13-2016
Alaine Danielle MacdougallAllstate Financial Services, LLCNYLIFE Securities LLC12-09-2016
Alan Bert ColdironAllstate Financial Services, LLCEdward Jones$10011-04-2009
Alan Craig SpringerAllstate Financial Services, LLCPruco Securities, LLC.$50011-20-2013
Alan Judson Carpenter Jr.Allstate Financial Services, LLCLPL Financial LLC$15006-27-2019
Alan Lavern GuntherAllstate Financial Services, LLCFBL Marketing Services, LLC10-03-2017
Alan Michael RomeroAllstate Financial Services, LLCBBVA Securities Inc.$62005-14-2018
Alan Nelson BarnesAllstate Financial Services, LLCLPL Financial LLC$10004-08-2010
Albert Di Giulio Jr.Allstate Financial Services, LLCBarretto Securities Inc$10010-17-2016
Albert Frank ChernayAllstate Financial Services, LLCLincoln Financial Securities Corporation07-02-2012
Albert Maurice Omar JudsonAllstate Financial Services, LLCEdward Jones12-02-2019
Albert Noble DonaheyAllstate Financial Services, LLCPrincipal Securities, Inc.$10003-22-2013
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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