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
Ziaul Islam KhondkerAllstate Financial Services, LLCPark Avenue Securities LLC$1012-03-2018
Xiufeng YangAllstate Financial Services, LLCMML Investors Services, LLC07-17-2019
William Rodrick FielderAllstate Financial Services, LLCNYLIFE Securities LLC09-04-2013
William Paul EdingtonAllstate Financial Services, LLCWaddell & Reed02-07-2014
William Martin Johnson IIAllstate Financial Services, LLCState Farm VP Management Corp.02-17-2009
William Joseph HoodyAllstate Financial Services, LLCPrincipal Securities, Inc.12-11-2012
William Ira Kincaid Jr.Allstate Financial Services, LLCEquity Services, Inc.06-13-2011
William Francis CampbellAllstate Financial Services, LLCMML Investors Services, LLC05-17-2016
William Edwin Gore IIIAllstate Financial Services, LLCBB&T Investment Services, Inc.09-02-2009
William Daniel MaddenAllstate Financial Services, LLCPark Avenue Securities LLC11-24-2015
William D. PritchardAllstate Financial Services, LLCAXA Advisors, LLC12-20-2018
William Christopher StanfordAllstate Financial Services, LLCW&S Brokerage Services, Inc.10-31-2017
William Chad WattsAllstate Financial Services, LLCCountry Capital Management Company09-23-2014
William Brown Cox Sr.Allstate Financial Services, LLCMML Investors Services, LLC$10008-20-2014
William Arno BakerAllstate Financial Services, LLCNational Pension & Group Consultants, Inc03-25-2010
William Alfred Simkins IIIAllstate Financial Services, LLCSignator Investors, Inc.05-23-2011
Wendel N. WilsonAllstate Financial Services, LLCEdward Jones09-27-2011
Wayne Owen DrazekAllstate Financial Services, LLCNYLIFE Securities LLC08-15-2013
Waylon V. BiggsAllstate Financial Services, LLCMML Investors Services, LLC06-26-2014
Wade Allen DavisAllstate Financial Services, LLCState Farm VP Management Corp.12-10-2016
Virginia Pope AllwardtAllstate Financial Services, LLCHilltop Securities Inc.06-28-2017
Virginia Landis PenlandAllstate Financial Services, LLCTransamerica Financial Advisors, Inc08-30-2018
Vincent MiseoAllstate Financial Services, LLCMML Investors Services, LLC01-28-2016
Vincent John Daly Jr.Allstate Financial Services, LLCNYLIFE Securities LLC$5007-08-2014
Vincent E. MooreAllstate Financial Services, LLCState Farm VP Management Corp.10-21-2010
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Showing 1 to 25 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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