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
Kevin P. SharmanAllstate Financial Services, LLCKey Investment Services LLC06-06-2013
Kevin Michael GodfreyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1010-22-2010
Kevin Marcel McWhorterAllstate Financial Services, LLCFarmers Financial Solutions, LLC09-16-2015
Kevin James KemakAllstate Financial Services, LLCAXA Advisors, LLC02-18-2011
Kevin J. TaalmanAllstate Financial Services, LLCTIAA-CREF Individual & Institutional Services, LLC$10004-19-2013
Kevin Eric VanegdomAllstate Financial Services, LLCCountry Capital Management Company03-05-2019
Kevin Bradley PalermoAllstate Financial Services, LLCThe Huntington Investment Company01-15-2015
Kerry Sullivan ShepherdAllstate Financial Services, LLCState Farm VP Management Corp.07-16-2015
Kent Emerson BondAllstate Financial Services, LLCLincoln Financial Securities Corporation05-10-2010
Kent Edmund SipeAllstate Financial Services, LLCPruco Securities, LLC.01-08-2019
Kennister Ulesley DaleyAllstate Financial Services, LLCDawson James Securities, Inc.$2503-29-2016
Kenneth Tyson FankhauserAllstate Financial Services, LLCNationwide Securities, LLC03-21-2016
Kenneth Arthur CormierAllstate Financial Services, LLCNYLIFE Securities LLC12-10-2018
Kelly Louise DavisAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
Kathi J. ArbuesAllstate Financial Services, LLCHorace Mann Investors, Inc.06-28-2013
Kasim Basil CarterAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-02-2017
Karin Audra WesselAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC01-02-2013
Kari Lynn EisenacherAllstate Financial Services, LLCHorace Mann Investors, Inc.08-20-2018
Karen Gaye HuttonAllstate Financial Services, LLCMorgan Stanley06-01-2010
Kam M. WalkerAllstate Financial Services, LLCEdward Jones08-04-2009
Kaleb Nathaniel WidmierAllstate Financial Services, LLCValMark Securities, Inc.07-17-2018
Kai F HuiAllstate Financial Services, LLCMML Investors Services, LLC$1006-06-2017
Kabirudeen SalamiAllstate Financial Services, LLCSignator Investors, Inc.06-24-2011
Justin David DopplerAllstate Financial Services, LLCLombard International Distribution Company06-05-2009
Justin D. ParkerAllstate Financial Services, LLCState Farm VP Management Corp.09-20-2017
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Showing 326 to 350 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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