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 Losses

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steve Robert DornAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.04-28-2020
Gabriel RakowerAllstate Financial Services, LLCTransamerica Financial Advisors, Inc07-10-2019
Jeffrey Morris GaterAllstate Financial Services, LLCEnvoy Advisory, Inc.$15005-08-2019
Jeffrey Andrew BowenAllstate Financial Services, LLCCalton & Associates, Inc.04-29-2019
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Sheila B BewleyAllstate Financial Services, LLCCetera Advisor Networks LLC12-04-2018
Dariush Samuel SnyderAllstate Financial Services, LLCPlanMember Securities Corporation12-04-2018
Hilda Maria MillerAllstate Financial Services, LLCPark Avenue Securities LLC11-08-2018
Scott Michael DiehlAllstate Financial Services, LLCSequoia Financial Group, L.L.C.10-11-2018
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Angela Diane ThompsonAllstate Financial Services, LLCPark Avenue Securities LLC10-13-2017
Eric Orlando RiveraAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2017
Justin D ParkerAllstate Financial Services, LLCState Farm VP Management Corp.09-20-2017
Victor Manuel Alfaro SrAllstate Financial Services, LLCPruco Securities, LLC.09-19-2017
Corbett E Yarbrough SrAllstate Financial Services, LLCSecurian Financial Services, Inc.08-04-2017
Renee I WalterAllstate Financial Services, LLCEquity Services, Inc.07-06-2017
Javier Martinez HernandezAllstate Financial Services, LLCPruco Securities, LLC.06-12-2017
Evelyn Spahalic PolstonAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-13-2017
Anthony NigroAllstate Financial Services, LLCPruco Securities, LLC.02-16-2017
Robbie J HusseinAllstate Financial Services, LLCCountry Capital Management Company02-01-2017
Danese Michelle TrembleAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Michael J MelvinAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Donald Michael JankowskiAllstate Financial Services, LLCFifth Third Securities, Inc.$6511-09-2016
Troy Kalani WeinbergAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-06-2016
Kennister Ulesley DaleyAllstate Financial Services, LLCDawson James Securities, Inc.03-29-2016
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Showing 1 to 25 of 51 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.