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
Alexander BlancoAllstate Financial Services, LLCMML Investors Services, LLC04-22-2010
Amos GeviliAllstate Financial Services, LLCMML Investors Services, LLC03-28-2019
Anthony Joseph Pullinzi Jr.Allstate Financial Services, LLCMML Investors Services, LLC10-02-2019
Arslanamin ShahAllstate Financial Services, LLCMML Investors Services, LLC03-27-2019
Arun VermaniAllstate Financial Services, LLCMML Investors Services, LLC03-23-2010
Benjamin L. Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC09-20-2017
Brandon R. BeeryAllstate Financial Services, LLCMML Investors Services, LLC02-29-2016
Carter G. KimAllstate Financial Services, LLCMML Investors Services, LLC01-20-2017
Charles Anthony DelmonteAllstate Financial Services, LLCMML Investors Services, LLC05-13-2009
Courdney Lynnere WilliamsAllstate Financial Services, LLCMML Investors Services, LLC07-09-2019
Dennis Michael PellegrinoAllstate Financial Services, LLCMML Investors Services, LLC09-08-2014
Derek Allan TritschAllstate Financial Services, LLCMML Investors Services, LLC03-02-2018
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$5005-13-2016
Donna Lynn PetriAllstate Financial Services, LLCMML Investors Services, LLC08-24-2017
Douglas Keith GilbertAllstate Financial Services, LLCMML Investors Services, LLC11-07-2017
Douglas Louis RobbinsAllstate Financial Services, LLCMML Investors Services, LLC09-03-2009
Edward HackettAllstate Financial Services, LLCMML Investors Services, LLC03-06-2019
Eric Christopher PetranchukAllstate Financial Services, LLCMML Investors Services, LLC09-30-2016
Frank DigregorioAllstate Financial Services, LLCMML Investors Services, LLC07-26-2017
Gerry J. CorriganAllstate Financial Services, LLCMML Investors Services, LLC11-18-2010
Gregory Howard KampAllstate Financial Services, LLCMML Investors Services, LLC03-19-2012
Gregory Joseph NixonAllstate Financial Services, LLCMML Investors Services, LLC05-17-2013
Henry Raymond ConkleAllstate Financial Services, LLCMML Investors Services, LLC09-11-2018
Ismael DelgadoAllstate Financial Services, LLCMML Investors Services, LLC11-15-2013
James Anthony GeraciAllstate Financial Services, LLCMML Investors Services, LLC05-07-2019
Next Page »

Showing 1 to 25 of 65 entries

Page 1 | 2 | 3

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.