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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam M. NollAllstate Financial Services, LLCPruco Securities, LLC.11-09-2018
Albert Noble DonaheyAllstate Financial Services, LLCPrincipal Securities, Inc.$10003-22-2013
Amanda Sue Van SchaikAllstate Financial Services, LLCCadaret, Grant & Co., Inc.10-20-2010
Anthony Joseph Spena Sr.Allstate Financial Services, LLCKey Investment Services LLC12-05-2017
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.$50005-24-2017
Brian David WeigelAllstate Financial Services, LLCCitizens Securities, Inc.03-16-2017
Brian Eugene SharpAllstate Financial Services, LLCState Farm VP Management Corp.10-19-2012
Carlo T. DuranAllstate Financial Services, LLCLPL Financial LLC07-20-2015
Christopher James ReddingtonAllstate Financial Services, LLCLPL Financial LLC04-20-2017
Christopher Stockvis CowlinAllstate Financial Services, LLCNationwide Securities, LLC02-10-2011
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$50005-13-2016
Dominic Andrew RussoAllstate Financial Services, LLCThrivent Investment Management Inc.10-04-2018
Douglas Allen BodkinAllstate Financial Services, LLCNYLIFE Securities LLC05-20-2011
Edward Allen KolankoAllstate Financial Services, LLCSecurities America, Inc.$25006-25-2010
Edward Scott Mcknight Sr.Allstate Financial Services, LLCNYLIFE Securities LLC01-10-2014
Eric J. WalterAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2015
Eric James PalomoAllstate Financial Services, LLCPNC Investments04-01-2013
Eric S. ThompsonAllstate Financial Services, LLCState Farm VP Management Corp.$10003-21-2012
George Andrew BuellAllstate Financial Services, LLCThe Huntington Investment Company08-11-2017
James Allen McGloneAllstate Financial Services, LLCNationwide Securities, LLC02-07-2014
Jamie Lee BennettAllstate Financial Services, LLCPNC Investments02-11-2013
Jason William SchnaudtAllstate Financial Services, LLCThe Leaders Group, Inc.07-10-2017
Jeffery Scott EllisAllstate Financial Services, LLCNationwide Securities, LLC01-11-2019
John Garrett FreyAllstate Financial Services, LLCJetTrade, Inc.$25010-18-2012
Jonathan A. GaudioAllstate Financial Services, LLCThe Huntington Investment Company01-11-2017
Next Page »

Showing 1 to 25 of 53 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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