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 Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Louis Joseph DenardoAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-14-2020
George A Marshall IIAllstate Financial Services, LLCPruco Securities, LLC.08-14-2020
Sean Michael AkinsAllstate Financial Services, LLCLPL Financial LLC08-05-2020
Andrew Paul ShakespeareAllstate Financial Services, LLCNYLIFE Securities LLC07-01-2020
Vito Michael PetrielloAllstate Financial Services, LLCEquitable Advisors, LLC05-29-2020
Robert Joseph StabileAllstate Financial Services, LLCT3 Trading Group, LLC02-25-2020
Terrence Hill Hill IAllstate Financial Services, LLCPruco Securities, LLC.02-18-2020
Stephen EnigbokanAllstate Financial Services, LLCThrivent Investment Management Inc.$5012-05-2019
Brian William SextonAllstate Financial Services, LLCPHX Financial, Inc.10-16-2019
Richard ChanAllstate Financial Services, LLCEquitable 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
Amos GeviliAllstate Financial Services, LLCMML Investors Services, LLC03-28-2019
Edward HackettAllstate Financial Services, LLCMML Investors Services, LLC03-06-2019
Larry TopolanskiAllstate Financial Services, LLCLPL Financial LLC$1012-14-2018
Elizabeth Marie BiehlerAllstate Financial Services, LLCM&T Securities, Inc.$2512-06-2018
Juan Jose LewisAllstate Financial Services, LLCLifeMark Securities Corp.10-04-2018
Riyaad Magnus KhanAllstate Financial Services, LLCPruco Securities, LLC.09-25-2018
Adam Joshua PaganettiAllstate Financial Services, LLCPFS Investments Inc.05-25-2018
William Henry GalarzaAllstate Financial Services, LLCEquitable Advisors, LLC05-24-2018
Steven Andrew MilwichAllstate Financial Services, LLCNYLIFE Securities LLC01-31-2018
Michael F CousinsAllstate Financial Services, LLCCitigroup Global Markets Inc.01-31-2018
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Showing 1 to 25 of 69 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.