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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Xiufeng YangAllstate Financial Services, LLCMML Investors Services, LLC07-17-2019
Mark Wesley BakerAllstate Financial Services, LLCMML Investors Services, LLC06-20-2019
James Anthony GeraciAllstate Financial Services, LLCMML Investors Services, LLC05-07-2019
Amos GeviliAllstate Financial Services, LLCMML Investors Services, LLC03-28-2019
Arslanamin ShahAllstate Financial Services, LLCMML Investors Services, LLC03-27-2019
Edward HackettAllstate Financial Services, LLCMML Investors Services, LLC03-06-2019
Mark Andrew AshworthAllstate Financial Services, LLCMML Investors Services, LLC10-05-2018
Henry Raymond ConkleAllstate Financial Services, LLCMML Investors Services, LLC09-11-2018
Jeffrey P. LittleAllstate Financial Services, LLCMML Investors Services, LLC11-22-2017
Richard Alan CarrollAllstate Financial Services, LLCMML Investors Services, LLC11-20-2017
Robert James McNamaraAllstate Financial Services, LLCMML Investors Services, LLC11-15-2017
Princess Jane FaganAllstate Financial Services, LLCMML Investors Services, LLC10-11-2017
Benjamin L. Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC09-20-2017
Donna Lynn PetriAllstate Financial Services, LLCMML Investors Services, LLC08-24-2017
Frank DigregorioAllstate Financial Services, LLCMML Investors Services, LLC07-26-2017
Robert Dwight PfrommAllstate Financial Services, LLCMML Investors Services, LLC06-20-2017
Kai F HuiAllstate Financial Services, LLCMML Investors Services, LLC$1006-06-2017
Michael Vincent RonanAllstate Financial Services, LLCMML Investors Services, LLC05-05-2017
Margaret M. WrightAllstate Financial Services, LLCMML Investors Services, LLC04-21-2017
Steven Michael CaparcoAllstate Financial Services, LLCMML Investors Services, LLC03-30-2017
Ryan Dean JenningsAllstate Financial Services, LLCMML Investors Services, LLC11-07-2016
William Francis CampbellAllstate Financial Services, LLCMML Investors Services, LLC05-17-2016
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$5005-13-2016
Sean Adam WorthAllstate Financial Services, LLCMML Investors Services, LLC04-25-2016
Vincent MiseoAllstate Financial Services, LLCMML Investors Services, LLC01-28-2016
Next Page »

Showing 1 to 25 of 37 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.