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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bonnie PartinAllstate Financial Services, LLCTransamerica Financial Advisors, Inc04-03-2020
Charles W. WrightAllstate Financial Services, LLCTransamerica Financial Advisors, Inc$104-06-2017
Christian Mario DiazAllstate Financial Services, LLCTransamerica Financial Advisors, Inc09-22-2017
David Levern HansenAllstate Financial Services, LLCTransamerica Financial Advisors, Inc01-23-2019
Edmond Ming LimAllstate Financial Services, LLCTransamerica Financial Advisors, Inc09-22-2017
Eric Matthew SavacoolAllstate Financial Services, LLCTransamerica Financial Advisors, Inc06-27-2018
Francisco Javier ArrietaAllstate Financial Services, LLCTransamerica Financial Advisors, Inc03-17-2017
Gabriel RakowerAllstate Financial Services, LLCTransamerica Financial Advisors, Inc07-10-2019
Gary McGuireAllstate Financial Services, LLCTransamerica Financial Advisors, Inc11-18-2013
James Michael FlanaganAllstate Financial Services, LLCTransamerica Financial Advisors, Inc05-08-2019
James Raymond FarmerAllstate Financial Services, LLCTransamerica Financial Advisors, Inc$1010-31-2014
John Bryan KnightAllstate Financial Services, LLCTransamerica Financial Advisors, Inc02-07-2020
Jonathan Flint AbryAllstate Financial Services, LLCTransamerica Financial Advisors, Inc01-26-2016
Kevin W. MurphyAllstate Financial Services, LLCTransamerica Financial Advisors, Inc07-27-2017
Max Lane DockstaderAllstate Financial Services, LLCTransamerica Financial Advisors, Inc03-26-2020
Noe Bardomiano LumbrerasAllstate Financial Services, LLCTransamerica Financial Advisors, Inc10-31-2012
Ross R. EsakiAllstate Financial Services, LLCTransamerica Financial Advisors, Inc11-01-2010
Shantal Lillian TolbertAllstate Financial Services, LLCTransamerica Financial Advisors, Inc05-01-2019
Sylvester WashingtonAllstate Financial Services, LLCTransamerica Financial Advisors, Inc08-08-2016

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.