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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Terrence Hill Hill IAllstate Financial Services, LLCPruco Securities, LLC.02-18-2020
Stephen EnigbokanAllstate Financial Services, LLCThrivent Investment Management Inc.$5012-05-2019
William Leon ParisotAllstate Financial Services, LLCAllstate Financial Services, LLC12-03-2019
Brian William SextonAllstate Financial Services, LLCPHX Financial, Inc.10-16-2019
Anthony Joseph Pullinzi Jr.Allstate Financial Services, LLCMML Investors Services, LLC10-02-2019
Richard ChanAllstate Financial Services, LLCAXA Advisors, LLC07-26-2019
Jonathan BostwickAllstate Financial Services, LLCLPL Financial LLC$2307-23-2019
Xiufeng YangAllstate Financial Services, LLCMML Investors Services, LLC07-17-2019
Mark Wesley BakerAllstate Financial Services, LLCMML Investors Services, LLC06-20-2019
Michael A. AshtonAllstate Financial Services, LLCPruco Securities, LLC.05-14-2019
James Anthony GeraciAllstate Financial Services, LLCMML Investors Services, LLC05-07-2019
Jawad Mohammed HaidariAllstate Financial Services, LLCAllstate Financial Services, LLC04-26-2019
Amos GeviliAllstate Financial Services, LLCMML Investors Services, LLC03-28-2019
Arslanamin ShahAllstate Financial Services, LLCMML Investors Services, LLC03-27-2019
Edward HackettAllstate Financial Services, LLCMML Investors Services, LLC03-06-2019
Louis Anthony Costantino IIIAllstate Financial Services, LLCNYLIFE Securities LLC02-14-2019
Sergio MessinaAllstate Financial Services, LLCCUNA Brokerage Services, Inc.01-23-2019
Larry TopolanskiAllstate Financial Services, LLCLPL Financial LLC12-14-2018
Elizabeth Marie BiehlerAllstate Financial Services, LLCM&T Securities, Inc.$2512-06-2018
Juan Jose LewisAllstate Financial Services, LLCLifeMark Securities Corp.$2310-04-2018
Frederick William TimmAllstate Financial Services, LLCSignator Investors, Inc.10-04-2018
Riyaad Magnus KhanAllstate Financial Services, LLCPruco Securities, LLC.09-25-2018
Bruce Allan FerberAllstate Financial Services, LLCAllstate Financial Services, LLC07-26-2018
Dennis R. MurphyAllstate Financial Services, LLCPruco Securities, LLC.07-13-2018
Wendy Faith MednickAllstate Financial Services, LLCSecurities America, Inc.06-13-2018
Next Page »

Showing 1 to 25 of 133 entries

Page 1 | 2 | 3 | 4 | 5 | 6

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.