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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edward Dale MeracleAllstate Financial Services, LLCPark Avenue Securities LLC07-02-2020
Jason L MekschAllstate Financial Services, LLCFBL Marketing Services, LLC05-05-2020
Royce Daniel CappisAllstate Financial Services, LLCNYLIFE Securities LLC04-08-2020
Gary Hiromi NakamuraAllstate Financial Services, LLCTownSquare Capital, LLC03-27-2020
John Bryan KnightAllstate Financial Services, LLCTransamerica Financial Advisors, Inc02-07-2020
Viki Lynn MannAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-29-2019
Brian Andrew MitchumAllstate Financial Services, LLCClient One Securities LLC12-06-2018
Amber M SandhoffAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-22-2018
Eric Matthew SavacoolAllstate Financial Services, LLCTransamerica Financial Advisors, Inc06-27-2018
Rob Lee MathesAllstate Financial Services, LLCOneAmerica Securities, Inc.01-17-2018
Kirt Olin TaylorAllstate Financial Services, LLCHorace Mann Investors, Inc.01-03-2018
Francis Giovanni De LemosAllstate Financial Services, LLCEquitable Advisors, LLC07-19-2017
Patrick Michael ConawayAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-17-2016
Gregory Lee HowellAllstate Financial Services, LLCTIAA-CREF Individual & Institutional Services, LLC06-27-2016
Richard Paul KiedingerAllstate Financial Services, LLCRetirement Advisors of America$1,00005-19-2016
James Carroll QuinnAllstate Financial Services, LLCForta Financial Group, Inc.02-18-2016
Jeremy B DixonAllstate Financial Services, LLCState Farm VP Management Corp.10-06-2015
Troy Kenneth VigilAllstate Financial Services, LLCClient One Securities LLC10-01-2015
Daniel B JensenAllstate Financial Services, LLCEquitable Advisors, LLC04-21-2014
Jeff Alan MartinAllstate Financial Services, LLCMutual Trust Co. of America Securities07-31-2013
Michael J HarveyAllstate Financial Services, LLCCherry Advisors05-22-2013
Christopher John KinskyAllstate Financial Services, LLCWaddell & Reed$5003-11-2013
Rachel Lea CostelloAllstate Financial Services, LLCState Farm VP Management Corp.04-26-2011
Charles Eugene DavisAllstate Financial Services, LLCWaddell & Reed11-16-2010
Joshua David BenedictAllstate Financial Services, LLCNYLIFE Securities LLC$2504-09-2010
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Showing 1 to 25 of 27 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.