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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Eugene VoegeleAcuity Financial AdvisorsThurston Springer Financial06-22-2010
Samuel Ross WalkerAffinity Financial - The Walker Group LLCNorthwestern Mutual Investment Services, LLC03-01-2017
John Colby AndersonAFP Group, LLCOneAmerica Securities, Inc.07-23-2012
Kevin Jay GrantAllegiance Wealth Management GroupThurston Springer Financial02-23-2015
Timothy Michael AnneeAllstate Financial Services, LLCParkland Securities, LLC03-27-2018
Donna Lynn PetriAllstate Financial Services, LLCMML Investors Services, LLC$108-24-2017
Kimra Gayle ManionAllstate Financial Services, LLCJ.P. Morgan Securities LLC07-18-2017
Douglas Allen BrackinAllstate Financial Services, LLCRegulus Advisors, LLC$1004-18-2017
Wayne Allen PiperAllstate Financial Services, LLCMML Investors Services, LLC11-28-2016
Clark Allen AndersonAllstate Financial Services, LLCForesters Equity Services, Inc.$111-17-2016
Joseph H StoutAllstate Financial Services, LLCW&S Brokerage Services, Inc.09-21-2016
Gerald Wayne Childs Sr.Allstate Financial Services, LLCOneAmerica Securities, Inc.05-27-2016
Roger Keith RussellAllstate Financial Services, LLCPrincipal Securities, Inc.04-12-2016
Mark Wayne CraneAllstate Financial Services, LLCVALIC Financial Advisors, Inc.03-15-2016
Thomas Harris JonesAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1011-06-2015
Michael Edward HarveyAllstate Financial Services, LLCMetLife Securities Inc.06-29-2015
John Joseph KlossAllstate Financial Services, LLCPNC Investments$101-05-2015
Denise Marie BudreauAllstate Financial Services, LLCPruco Securities, LLC.09-23-2014
John Charles VasuAllstate Financial Services, LLCSaybrus Equity Services, LLC09-15-2014
John Anthony BallewAllstate Financial Services, LLCFifth Third Securities, Inc.$2501-15-2014
Mark Andrew CubicAllstate Financial Services, LLCSignator Investors, Inc.$5012-10-2013
Kelly Sue CavanaughAllstate Financial Services, LLCLPL Financial LLC04-22-2013
Lisa Faith BonnerAllstate Financial Services, LLCM&I Financial Advisors, Inc.10-27-2012
John Robert HarvesterAllstate Financial Services, LLCHorace Mann Investors, Inc.$106-06-2012
Vincent E MooreAllstate Financial Services, LLCState Farm VP Management Corp.10-21-2010
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Showing 1 to 25 of 2,145 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.

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