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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Matthew MondsAllstate Financial Services, LLCAllstate Financial Services, LLC05-17-2019
Amaryllis Gaye MullinsAllstate Financial Services, LLCAllstate Financial Services, LLC01-04-2019
Andres JuarezAllstate Financial Services, LLCAllstate Financial Services, LLC07-27-2011
Anthony FuccilliAllstate Financial Services, LLCAllstate Financial Services, LLC$2503-20-2019
Arthur Todd StoverAllstate Financial Services, LLCAllstate Financial Services, LLC01-02-2018
Beatriz ZaragozaAllstate Financial Services, LLCAllstate Financial Services, LLC04-30-2013
Betty J. SkinnerAllstate Financial Services, LLCAllstate Financial Services, LLC08-05-2010
Brian Ray ParkerAllstate Financial Services, LLCAllstate Financial Services, LLC07-16-2019
Bruce Allan FerberAllstate Financial Services, LLCAllstate Financial Services, LLC07-26-2018
Celestine ConyersAllstate Financial Services, LLCAllstate Financial Services, LLC08-13-2013
Charles Larry Bender Jr.Allstate Financial Services, LLCAllstate Financial Services, LLC02-26-2020
Cheryl M SteckoAllstate Financial Services, LLCAllstate Financial Services, LLC08-03-2010
Chris C. KempAllstate Financial Services, LLCAllstate Financial Services, LLC02-05-2018
Christopher Raymond ThomAllstate Financial Services, LLCAllstate Financial Services, LLC01-25-2019
Cindy Lou MyersAllstate Financial Services, LLCAllstate Financial Services, LLC01-03-2017
Cindy Lou MyersAllstate Financial Services, LLCAllstate Financial Services, LLC04-10-2015
David K PhamAllstate Financial Services, LLCAllstate Financial Services, LLC01-16-2020
David Randal GibsonAllstate Financial Services, LLCAllstate Financial Services, LLC09-07-2011
Deborah Ann FreedAllstate Financial Services, LLCAllstate Financial Services, LLC05-14-2019
Dennis F. GrothausAllstate Financial Services, LLCAllstate Financial Services, LLC09-16-2014
Derek Ray HuffAllstate Financial Services, LLCAllstate Financial Services, LLC04-17-2015
Dora Maria PlancarteAllstate Financial Services, LLCAllstate Financial Services, LLC08-11-2011
Douglas Andrew HuffAllstate Financial Services, LLCAllstate Financial Services, LLC01-15-2020
Douglas Harvey PaschalAllstate Financial Services, LLCAllstate Financial Services, LLC07-31-2018
Douglas Harvey PaschalAllstate Financial Services, LLCAllstate Financial Services, LLC07-31-2013
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Showing 1 to 25 of 100 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.