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
Andrew Beyer HeinzAllstate Financial Services, LLCNYLIFE Securities LLC11-08-2012
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC$14009-26-2017
Berk DemirbulakliAllstate Financial Services, LLCCapital One Investment Services LLC09-05-2013
Brendan Timothy SheehanAllstate Financial Services, LLCPNC Investments01-24-2012
Brian Edward BiehlAllstate Financial Services, LLCMeeder Advisory Services, Inc.12-22-2014
Brian JefferyAllstate Financial Services, LLCPruco Securities, LLC.07-23-2014
Bruce Michael ColesAllstate Financial Services, LLCState Farm VP Management Corp.$10008-21-2013
Bryan James BaccaroAllstate Financial Services, LLCAXA Advisors, LLC06-03-2019
Craig C. EaglesonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2018
David Robert LiebermanAllstate Financial Services, LLCPruco Securities, LLC.$10008-15-2011
Dennis Michael DinsmoreAllstate Financial Services, LLCAmeritas Investment Corp.$25011-07-2014
Fred AbramsAllstate Financial Services, LLCAIG Capital Services, Inc.07-20-2016
Gennaro CostigliolaAllstate Financial Services, LLCQuest Capital Strategies, Inc.$10012-11-2018
Gregory AdamoAllstate Financial Services, LLCNational Asset Management, Inc.$50001-02-2013
James Edward FamulaAllstate Financial Services, LLCRoyal Alliance Associates, Inc.$50011-11-2010
James Michael DerosaAllstate Financial Services, LLCAmeritas Investment Corp.$10007-20-2010
James Michael FlanaganAllstate Financial Services, LLCTransamerica Financial Advisors, Inc05-08-2019
James Uriel MarreroAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC08-10-2012
Jane Tavares TierneyAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.09-15-2017
John William KirkpatrickAllstate Financial Services, LLCNYLIFE Securities LLC01-04-2018
Justin David DopplerAllstate Financial Services, LLCLombard International Distribution Company$25006-05-2009
Karin Audra WesselAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC01-02-2013
Kasim Basil CarterAllstate Financial Services, LLCJ.P. Morgan Securities LLC$10006-02-2017
Keith MotuseskyAllstate Financial Services, LLCCapital Asset Advisory Services, LLC$10004-11-2012
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Showing 1 to 25 of 54 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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