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
Christopher Paul SwalesSwales Financial LLCState Farm VP Management Corp.08-31-2020
Claude C. Knight IIIFarmers Financial Solutions, LLCState Farm VP Management Corp.11-14-2017
Donald Robert JaramilloCountry Capital Management CompanyState Farm VP Management Corp.04-24-2017
Craig D. EnglandFarmers Financial Solutions, LLCState Farm VP Management Corp.02-09-2017
Julie Rae WalkerJ.P. Morgan Securities LLCState Farm VP Management Corp.09-26-2016
Jacqueline Marie WeberFarmers Financial Solutions, LLCState Farm VP Management Corp.10-21-2015
Jeremy B. DixonAllstate Financial Services, LLCState Farm VP Management Corp.10-06-2015
Kyle Scott BernhardtEdward JonesState Farm VP Management Corp.10-01-2015
Bruce Norman Aaron IIIFarmers Financial Solutions, LLCState Farm VP Management Corp.$5007-15-2015
Bobby BurnsNorthwestern Mutual Investment Services, LLCState Farm VP Management Corp.04-06-2015
Brian Edward Fox IIFarmers Financial Solutions, LLCState Farm VP Management Corp.09-22-2014
Rachel Lea CostelloAllstate Financial Services, LLCState Farm VP Management Corp.04-26-2011

Showing 1 to 12 of 12 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.