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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abba Joel BlumAllstate Financial Services, LLCAmeriprise Financial Services, LLC05-21-2014
Abraham James KaltsasAllstate Financial Services, LLCAmeriprise Financial Services, LLC$15003-10-2016
Anthony Lee AllbrightAllstate Financial Services, LLCAmeriprise Financial Services, LLC$1010-11-2019
Christine Maria WardAllstate Financial Services, LLCAmeriprise Financial Services, LLC05-04-2017
David John AdamsAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-03-2019
Donald Bruce BrownAllstate Financial Services, LLCAmeriprise Financial Services, LLC$2509-13-2012
Erica HenstAllstate Financial Services, LLCAmeriprise Financial Services, LLC01-06-2009
Frank Eugene Carollo Jr.Allstate Financial Services, LLCAmeriprise Financial Services, LLC$2504-01-2015
Jeffrey Richard MyersAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-01-2010
Lloyd E. WallaceAllstate Financial Services, LLCAmeriprise Financial Services, LLC$2504-01-2013
Matthew Daniel GreeneAllstate Financial Services, LLCAmeriprise Financial Services, LLC05-02-2013
Peter James StockwellAllstate Financial Services, LLCAmeriprise Financial Services, LLC12-29-2010
Randall William FreitasAllstate Financial Services, LLCAmeriprise Financial Services, LLC$15009-04-2012
Richard Michael FerauloAllstate Financial Services, LLCAmeriprise Financial Services, LLC11-15-2018
Scott Michael BrickerAllstate Financial Services, LLCAmeriprise Financial Services, LLC02-26-2010
Shannon Elizabeth WiatrekAllstate Financial Services, LLCAmeriprise Financial Services, LLC02-21-2017
Terence Vincent GallagherAllstate Financial Services, LLCAmeriprise Financial Services, LLC08-20-2020
Toby L. SteinmetzAllstate Financial Services, LLCAmeriprise Financial Services, LLC01-22-2013
Whitney Medlen BatemanAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-22-2018

Showing 1 to 19 of 19 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.