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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan T ZorneAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.02-27-2020
Tod David RossAllstate Financial Services, LLCPFS Investments Inc.$7611-25-2019
James Neil ArkinAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.04-19-2018
Nicole Anne KittelsonAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-23-2016
Christine Marie MorrowAllstate Financial Services, LLCFarmers Financial Solutions, LLC06-01-2012
Lynn Ross Van HoutenAllstate Financial Services, LLCSymetra Investment Services, Inc.06-30-2011
David Bryon MorganAllstate Financial Services, LLCMetLife Securities Inc.05-16-2011
Rhiannon Diane WardAllstate Financial Services, LLCCountry Capital Management Company09-15-2010
Craig Michael PretzingerAllstate Financial Services, LLCBancWest Investment Services, Inc.03-23-2009

Showing 1 to 9 of 9 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.