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
Abbas A. RawootAllstate Financial Services, LLCLPL Financial LLC$1003-26-2012
Alan Judson Carpenter Jr.Allstate Financial Services, LLCLPL Financial LLC$15006-27-2019
Alan Nelson BarnesAllstate Financial Services, LLCLPL Financial LLC$1004-08-2010
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Bradley Vint DehavenAllstate Financial Services, LLCLPL Financial LLC$2501-19-2016
Carlo T. DuranAllstate Financial Services, LLCLPL Financial LLC07-20-2015
Christopher James ReddingtonAllstate Financial Services, LLCLPL Financial LLC04-20-2017
Eric Adam BeitchmanAllstate Financial Services, LLCLPL Financial LLC10-08-2014
Fouad MoutraneAllstate Financial Services, LLCLPL Financial LLC06-10-2010
Gary Joseph PorfertAllstate Financial Services, LLCLPL Financial LLC$15001-18-2013
Gerard Michael HowardAllstate Financial Services, LLCLPL Financial LLC01-28-2016
Jason Howell PoffAllstate Financial Services, LLCLPL Financial LLC06-15-2018
Jeff Ira FlanzraichAllstate Financial Services, LLCLPL Financial LLC08-07-2009
Jonathan BostwickAllstate Financial Services, LLCLPL Financial LLC$2307-23-2019
Jonathan Jed MeyersAllstate Financial Services, LLCLPL Financial LLC05-30-2019
Jose Leonardo SuarezAllstate Financial Services, LLCLPL Financial LLC$1002-26-2013
Jowanna WilliamsAllstate Financial Services, LLCLPL Financial LLC04-13-2020
Julie Maureen GaleAllstate Financial Services, LLCLPL Financial LLC09-05-2012
Keith BaravarianAllstate Financial Services, LLCLPL Financial LLC01-19-2018
Kelly Sue CavanaughAllstate Financial Services, LLCLPL Financial LLC04-22-2013
Larry TopolanskiAllstate Financial Services, LLCLPL Financial LLC12-14-2018
Louis Benjamin Moore Jr.Allstate Financial Services, LLCLPL Financial LLC12-14-2015
Mark Rudolph MaloufAllstate Financial Services, LLCLPL Financial LLC$5006-10-2013
Michael Alexander HansonAllstate Financial Services, LLCLPL Financial LLC04-18-2017
Michael Anthony Augerinos Jr.Allstate Financial Services, LLCLPL Financial LLC06-05-2012
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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.