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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Anthony TringheseAllstate Financial Services, LLCThe Huntington Investment Company11-09-2018
Lesley R NoeAllstate Financial Services, LLCPruco Securities, LLC.10-24-2018
Todd Joseph RichhartAllstate Financial Services, LLCVALIC Financial Advisors, Inc.11-30-2017
Michael Matthew MarvichAllstate Financial Services, LLCFirst Command Financial Planning, Inc.11-01-2017
George Andrew BuellAllstate Financial Services, LLCThe Huntington Investment Company08-11-2017
Jason William SchnaudtAllstate Financial Services, LLCThe Leaders Group, Inc.07-10-2017
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.$105-24-2017
Kenneth Merle WillettAllstate Financial Services, LLCThrivent Investment Management Inc.05-17-2017
Christopher James ReddingtonAllstate Financial Services, LLCLPL Financial LLC04-20-2017
Brian David WeigelAllstate Financial Services, LLCCitizens Securities, Inc.03-16-2017
Keith Richard TisonAllstate Financial Services, LLCP.J. Robb Variable Corporation03-10-2017
Tina Louise BaileyAllstate Financial Services, LLCState Farm VP Management Corp.02-22-2017
Lesley Renee NoeAllstate Financial Services, LLCBB&T Investment Services, Inc.02-13-2017
Charlton Ashlin MayleAllstate Financial Services, LLCPruco Securities, LLC.01-13-2017
Jonathan Albert GaudioAllstate Financial Services, LLCThe Huntington Investment Company01-11-2017
Linus Thomas Grogan Jr.Allstate Financial Services, LLCOneAmerica Securities, Inc.08-23-2016
Phillip William HolstromAllstate Financial Services, LLCPNC Investments$107-15-2016
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$5005-13-2016
Kenneth Tyson FankhauserAllstate Financial Services, LLCNationwide Securities, LLC03-21-2016
Eric J WalterAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2015
Philip Carl RichardAllstate Financial Services, LLCVoya Financial Advisors, Inc.09-09-2015
Carlo Troy DuranAllstate Financial Services, LLCLPL Financial LLC07-20-2015
Merle Taylor HoustonAllstate Financial Services, LLCAmerican Equity Investment Corporation08-11-2014
Mark Andrew SmithAllstate Financial Services, LLCW&S Brokerage Services, Inc.07-15-2014
James Allen McgloneAllstate Financial Services, LLCNationwide Securities, LLC02-07-2014
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Showing 1 to 25 of 47 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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