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
Kyle BifanoFarmers Financial Solutions, LLCNorthwestern Mutual Investment Services, LLC07-29-2020
Marc Anthony BroncuciaFarmers Financial Solutions, LLCCoastal Equities, Inc.07-20-2020
Julia George BryantFarmers Financial Solutions, LLCAllstate Financial Services, LLC02-20-2020
Brent James ReedFarmers Financial Solutions, LLCEdward Jones02-11-2020
Eric D RaglandFarmers Financial Solutions, LLCNYLIFE Securities LLC11-15-2019
Philip David GeorgeFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-09-2018
Pamela Diann HowardFarmers Financial Solutions, LLCPruco Securities, LLC.01-02-2018
Claude C Knight IIIFarmers Financial Solutions, LLCState Farm VP Management Corp.11-14-2017
James Timothy SmithFarmers Financial Solutions, LLCPruco Securities, LLC.08-03-2017
Craig D EnglandFarmers Financial Solutions, LLCState Farm VP Management Corp.02-09-2017
Bruce Norman Aaron IIIFarmers Financial Solutions, LLCState Farm VP Management Corp.07-15-2015
Brian Edward Fox IIFarmers Financial Solutions, LLCState Farm VP Management Corp.09-22-2014
Craig Lee HallFarmers Financial Solutions, LLCIng Furman Selz Financial Services Llc04-13-2009
John Gerard HoffmanFarmers Financial Solutions, LLCBancWest Investment Services, Inc.$1005-22-2019

Showing 1 to 14 of 14 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.