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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gary Alan FuszAllstate Financial Services, LLCFinancial Engines Advisors L.L.C.$20009-11-2020
Connor David VanderbrugAllstate Financial Services, LLCEquitable Advisors, LLC06-24-2020
Robert Lawrence ElsenpeterAllstate Financial Services, LLCState Farm VP Management Corp.02-27-2020
Darren Thomas DavisAllstate Financial Services, LLCEdward Jones08-16-2019
Tony KangAllstate Financial Services, LLCNational Securities Corporation03-08-2019
John Matthew WilsonAllstate Financial Services, LLCCountry Capital Management Company01-15-2019
Derrick Scott KellyAllstate Financial Services, LLCBankers Life Securities, Inc.11-01-2018
Scott A PruettAllstate Financial Services, LLCNYLIFE Securities LLC07-30-2018
Gregory Alan GranatoAllstate Financial Services, LLCCetera Investment Services LLC09-21-2017
David Charles KingAllstate Financial Services, LLCSilver Oak Securities, Incorporated04-03-2017
Michael Deforest RelyeaAllstate Financial Services, LLCSEI Investments Distribution Co.10-18-2016
Anthony Errol LevyAllstate Financial Services, LLCWorld Choice Securities, Inc.10-12-2016
Ryan Michael WilkinsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-27-2016
Scott David PuigAllstate Financial Services, LLCMetLife Securities Inc.09-23-2013
Nicholas A FritchenAllstate Financial Services, LLCState Farm VP Management Corp.09-06-2013
Jason Gregory EricksonAllstate Financial Services, LLCWaddell & Reed08-16-2013
Kevin J TaalmanAllstate Financial Services, LLCTIAA-CREF Individual & Institutional Services, LLC04-19-2013
Diana Marie GrableAllstate Financial Services, LLCU.S. Bancorp Investments, Inc.11-20-2012
David Charles Mace JrAllstate Financial Services, LLCCountry Capital Management Company05-07-2012
Gregory Howard KampAllstate Financial Services, LLCMML Investors Services, LLC03-19-2012
Matthew Donald EllingsonAllstate Financial Services, LLCCountry Capital Management Company08-25-2011
Scott Charles SebestinAllstate Financial Services, LLCCountry Capital Management Company06-16-2011
Anthony Mario CarielloAllstate Financial Services, LLCW&S Brokerage Services, Inc.01-12-2011
John Joseph PiotrowiczAllstate Financial Services, LLCNYLIFE Securities LLC06-04-2010
Larry Michael TomaszewskiAllstate Financial Services, LLCEquitable Advisors, LLC$2501-20-2010
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.