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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Garry Eugene Tapler JrAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.09-25-2020
Robert Lester Picou IIIAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-17-2020
Myron D SafrittAllstate Financial Services, LLCEquitable Advisors, LLC09-17-2020
Louis Joseph DenardoAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-14-2020
Brycen Edward WiseAllstate Financial Services, LLCPruco Securities, LLC.09-14-2020
Roy Daniel HottelAllstate Financial Services, LLCState Farm VP Management Corp.08-28-2020
Terence Vincent GallagherAllstate Financial Services, LLCAmeriprise Financial Services, LLC08-20-2020
Dimetrius Alonzo HatcherAllstate Financial Services, LLCState Farm VP Management Corp.08-20-2020
George A Marshall IIAllstate Financial Services, LLCPruco Securities, LLC.08-14-2020
Darrell Gifford CookeAllstate Financial Services, LLCHorace Mann Investors, Inc.08-12-2020
Sean Michael AkinsAllstate Financial Services, LLCLPL Financial LLC08-05-2020
Michael Morgan TolliverAllstate Financial Services, LLCHornor, Townsend & Kent, LLC08-04-2020
Albert Bryan ShapiroAllstate Financial Services, LLCBankers Life Securities, Inc.07-28-2020
Lakesha A JohnsonAllstate Financial Services, LLCFifth Third Securities, Inc.07-28-2020
Loren David Cunnington JrAllstate Financial Services, LLCWells Fargo Clearing Services, LLC07-23-2020
Adam L GonzalezAllstate Financial Services, LLCFarmers Financial Solutions, LLC07-10-2020
David John EchevarriaAllstate Financial Services, LLCPFS Investments Inc.07-10-2020
Edward Dale MeracleAllstate Financial Services, LLCPark Avenue Securities LLC07-02-2020
Andrew Paul ShakespeareAllstate Financial Services, LLCNYLIFE Securities LLC07-01-2020
Vanessa A GarzaAllstate Financial Services, LLCMML Investors Services, LLC06-29-2020
Hurong LouAllstate Financial Services, LLCPruco Securities, LLC.06-26-2020
Connor David VanderbrugAllstate Financial Services, LLCEquitable Advisors, LLC06-24-2020
Okwuchi Vera UhiaraAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-16-2020
Gregory Reid DavisAllstate Financial Services, LLCPruco Securities, LLC.06-11-2020
Monica CarrilloAllstate Financial Services, LLCNYLIFE Securities LLC06-11-2020
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Showing 1 to 25 of 694 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.