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.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter James StockwellAllstate Financial Services, LLCAmeriprise Financial Services, Inc.12-29-2010
Erica HenstAllstate Financial Services, LLCAmeriprise Financial Services, Inc.01-06-2009
Domenick Joseph SocciAllstate Financial Services, LLCAmeritas Investment Corp.07-26-2011
Prasad S. OakAllstate Financial Services, LLCAXA Advisors, LLC09-28-2017
Joseph Patrick RaneriAllstate Financial Services, LLCEssex Securities LLC02-10-2017
Kevin Robert CancroftAllstate Financial Services, LLCMetLife Investors Distribution Company04-20-2017
Frank DigregorioAllstate Financial Services, LLCMML Investors Services, LLC07-26-2017
Anthony Vincent Chase IIIAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.06-30-2015
Benjamin S. HoisingtonAllstate Financial Services, LLCNYLIFE Securities LLC07-25-2016
John P. MurphyAllstate Financial Services, LLCNYLIFE Securities LLC06-11-2012
Christopher Croy SpragueAllstate Financial Services, LLCPark Avenue Securities LLC03-29-2019
Paula Rose LuzziAllstate Financial Services, LLCState Street Global Advisors Funds Distributors, LLC10-13-2011
Michael Joseph GarofaloAllstate Financial Services, LLCTransamerica Capital, Inc.08-16-2010
Stephen Douglas HaywoodAllstate Financial Services, LLCWells Fargo Clearing Services, LLC10-21-2011
Jon Howard CalkinsAllstate Financial Services, LLCWRP Investments, Inc.01-29-2009

Showing 1 to 15 of 15 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.


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