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
Adam S. LevanwayAllstate Financial Services, LLCState Farm VP Management Corp.02-10-2017
Annette Roberts-RathwickAllstate Financial Services, LLCState Farm VP Management Corp.11-23-2016
Benjamin L. ArndtAllstate Financial Services, LLCState Farm VP Management Corp.04-25-2018
Beverly Dawn LaneAllstate Financial Services, LLCState Farm VP Management Corp.01-04-2017
Brian Eugene SharpAllstate Financial Services, LLCState Farm VP Management Corp.10-19-2012
Brian R. WestAllstate Financial Services, LLCState Farm VP Management Corp.06-07-2010
Brian Todd MoreauAllstate Financial Services, LLCState Farm VP Management Corp.07-05-2016
Bruce Michael ColesAllstate Financial Services, LLCState Farm VP Management Corp.08-21-2013
Bruce Wendell Carthon Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-26-2015
Carl David HelbigAllstate Financial Services, LLCState Farm VP Management Corp.12-15-2009
Chad Ray ErwinAllstate Financial Services, LLCState Farm VP Management Corp.02-05-2018
Charles Jason NoonanAllstate Financial Services, LLCState Farm VP Management Corp.03-14-2017
Christopher Kevin LeeAllstate Financial Services, LLCState Farm VP Management Corp.02-12-2016
Craig Alanson PapkeAllstate Financial Services, LLCState Farm VP Management Corp.04-12-2017
Danese Michelle TrembleAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Daniel V. McGuireAllstate Financial Services, LLCState Farm VP Management Corp.09-28-2016
David KassalaAllstate Financial Services, LLCState Farm VP Management Corp.01-28-2013
David Leslie Pedersen Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-22-2016
David Richard HeanAllstate Financial Services, LLCState Farm VP Management Corp.06-25-2010
Denise Ann ParkerAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2011
Eric G. GarciaAllstate Financial Services, LLCState Farm VP Management Corp.04-06-2015
Eric J. WalterAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2015
Eric Richard BohmanAllstate Financial Services, LLCState Farm VP Management Corp.03-17-2015
Eric S. ThompsonAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2012
Eric W. SpencerAllstate Financial Services, LLCState Farm VP Management Corp.11-09-2016
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Showing 1 to 25 of 73 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.

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