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
Bonnie PartinAllstate Financial Services, LLCTransamerica Financial Advisors, Inc04-03-2020
Michael Taylor JohnsonAllstate Financial Services, LLCSecurian Financial Services, Inc.01-27-2020
Christopher L HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Marc Wendt MontgomeryAllstate Financial Services, LLCState Farm VP Management Corp.07-18-2017
Patrick R RobinsonAllstate Financial Services, LLCEdward Jones04-12-2017
Michael Christopher BentleyAllstate Financial Services, LLCFidelity Brokerage Services LLC03-09-2017
Paul H AdamsAllstate Financial Services, LLCSagePoint Financial, Inc.01-13-2016
Frank C Farnell SrAllstate Financial Services, LLCNYLIFE Securities LLC06-05-2015
William Chad WattsAllstate Financial Services, LLCCountry Capital Management Company09-23-2014
Steven T FikesAllstate Financial Services, LLCSagePoint Financial, Inc.07-31-2014
Luke G StevensAllstate Financial Services, LLCCountry Capital Management Company05-07-2014
Joe Cephus Colvin JrAllstate Financial Services, LLCCetera Investment Services LLC10-02-2012
Russell Sherman HamlinAllstate Financial Services, LLCEdward Jones08-06-2012
James Darryl NeeseAllstate Financial Services, LLCCW Securities, LLC07-13-2012
Floyd Ray Hall IIIAllstate Financial Services, LLCPrincipal Securities, Inc.08-04-2011
Robert Lamar YarbroughAllstate Financial Services, LLCVALIC Financial Advisors, Inc.01-05-2011

Showing 1 to 16 of 16 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.