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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Allen KrogerLPL Financial LLCAllianz Life Financial Services, LLC02-02-2015
Jose Pires Jr.Cetera Advisors LLCAllied Beacon Partners, Inc.07-02-2013
Madelyn Messina BettaWestPark Capital, Inc.Allied Beacon Partners, Inc.11-22-2011
Dennis Martin AxmanThe Leaders Group, Inc.Allstate Distributors, L.L.C.03-14-2019
Mark Alan TerwilligerLPL Financial LLCAllstate Financial Services, LLC$5012-05-2018
Erick S. GustafsonTransamerica Financial Advisors, IncAllstate Financial Services, LLC$2510-25-2018
Lisa Marie PaoliSummit Brokerage Services, Inc.Allstate Financial Services, LLC09-19-2018
Shana Denise BurtG. A. Repple & CompanyAllstate Financial Services, LLC$2505-07-2018
Melissa L. MarsicoPNC InvestmentsAllstate Financial Services, LLC$5002-28-2018
John J. ButlerPruco Securities, LLC.Allstate Financial Services, LLC$5001-19-2018
Richard Henry NadeauLPL Financial LLCAllstate Financial Services, LLC09-25-2017
John Peter SchenonePruco Securities, LLC.Allstate Financial Services, LLC10-26-2016
Jeffrey Paul CallahanLPL Financial LLCAllstate Financial Services, LLC08-06-2015
Richard Luigi ShawEdward JonesAllstate Financial Services, LLC03-03-2015
Linda Mccormick TaylorCetera Financial Specialists LLCAllstate Financial Services, LLC02-26-2015
David Matthew OttFortune Financial Services, Inc.Allstate Financial Services, LLC04-04-2014
Murray Edward HornsbyHornsby Asset Management, LLCAllstate Financial Services, LLC02-07-2014
Renee Lynn CoilVALIC Financial Advisors, Inc.Allstate Financial Services, LLC10-11-2012
Kevin Paul LydonMorgan StanleyAllstate Financial Services, LLC$5006-01-2012
Bruce Lee StephensJ.W. Cole Financial, Inc.Allstate Financial Services, LLC02-13-2012
Gregory David GibsonCambridge Investment Research, Inc.Allstate Financial Services, LLC08-18-2011
Michael James BonnoughInvestacorp, Inc.Allstate Financial Services, LLC$1006-07-2011
Guillermo Wenceslao MoralesState Farm VP Management Corp.Allstate Financial Services, LLC04-08-2011
Arthur Paul ColamarinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAlpern Wealth Management, LLC$1004-28-2016
Alfredo CardonaCampbell Williams, Inc.ALPS Distributors, Inc.06-21-2010
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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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