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
Stephen Orien Torpey Jr.Allstate Financial Services, LLCState Farm VP Management Corp.01-26-2009
Jeffrey David MatthewsAllstate Financial Services, LLCUvest Financial Services Group, Inc.$10001-29-2009
Peter James DemaioAllstate Financial Services, LLCState Farm VP Management Corp.02-11-2009
Brian David FisherAllstate Financial Services, LLCFairport Capital, Inc.06-17-2009
Maureen M. KocherAllstate Financial Services, LLCState Farm VP Management Corp.01-06-2010
Douglas Robert WolfAllstate Financial Services, LLCFortune Financial Services, Inc.02-16-2010
Jeffrey Richard MyersAllstate Financial Services, LLCAmeriprise Financial Services, Inc.06-01-2010
Joseph Carroll Anderson Jr.Allstate Financial Services, LLCMorgan Stanley08-26-2010
Anthony ClementoAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-27-2010
Michael L. ConwayAllstate Financial Services, LLCPNC Investments10-01-2010
Rajesh KhullarAllstate Financial Services, LLCNew England Securities02-11-2011
John Michael NorciaAllstate Financial Services, LLCProEquities, Inc.07-12-2011
Michael Theodore ZelinskyAllstate Financial Services, LLCPruco Securities, LLC.10-01-2011
Andrea Barfield BolgerAllstate Financial Services, LLCAllstate Distributors, L.L.C.12-09-2011
Robert Alan Fanell Sr.Allstate Financial Services, LLCLPL Financial LLC01-04-2012
Brendan Colin SchuckAllstate Financial Services, LLCPrudential Annuities Distributors, Inc08-10-2012
Matthew John HoffmanAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-12-2012
Cynthia Ann WalkerAllstate Financial Services, LLCAXA Advisors, LLC05-15-2013
Brian William WrightAllstate Financial Services, LLCThe Huntington Investment Company10-09-2013
Jeffrey J. TrojanAllstate Financial Services, LLCThe O.N. Equity Sales Company10-21-2013
Ryan Edward NicholsAllstate Financial Services, LLCAllstate Distributors, L.L.C.03-03-2014
Ryan D. WhiteheadAllstate Financial Services, LLCState Farm VP Management Corp.03-10-2014
Michael David BulzoniAllstate Financial Services, LLCQuest Capital Strategies, Inc.06-23-2014
Jonathan R. ReesAllstate Financial Services, LLCNYLIFE Securities LLC07-16-2014
Geetu MistryAllstate Financial Services, LLCCitizens Securities, Inc.08-06-2014
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Showing 1 to 25 of 37 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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