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
Robert Charles ElyKey Investment Services LLCState Farm VP Management Corp.07-06-2018
Craig Alanson PapkeAllstate Financial Services, LLCState Farm VP Management Corp.04-12-2017
Charles Jason NoonanAllstate Financial Services, LLCState Farm VP Management Corp.03-14-2017
Robert A OwenFarmers Financial Solutions, LLCState Farm VP Management Corp.03-01-2017
Wonil BaeFarmers Financial Solutions, LLCState Farm VP Management Corp.02-01-2017
James Michael BuckleyAXA Advisors, LLCState Farm VP Management Corp.10-05-2016
Brian Peter NataleFarmers Financial Solutions, LLCState Farm VP Management Corp.08-24-2015
Heather Lea BowieAllstate Financial Services, LLCState Farm VP Management Corp.05-18-2015
Robert Malcolm Bowen Jr.Farmers Financial Solutions, LLCState Farm VP Management Corp.01-30-2015
Matthew Edward DziedzicAllstate Financial Services, LLCState Farm VP Management Corp.01-23-2014
James Vincent FunaroNationwide Securities, LLCState Farm VP Management Corp.02-27-2012
Carl David HelbigAllstate Financial Services, LLCState Farm VP Management Corp.12-15-2009

Showing 1 to 12 of 12 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.

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