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
Vincent Joseph GiannattasioA&G Financial Management, LLCInstitutional Capital Management, Inc.10-15-2010
Henry Thomas BolenAdvantage Investment Management, LLCNational Planning Corporation07-30-2012
David Mason WilliamsAdvantage Investment Management, LLCWealth Strategies Advisory Group, Inc.01-21-2009
Michael Kevin DavisAdviPartner, LLCCetera Advisor Networks LLC05-04-2017
Ross Levi SadoffAdvised Assets Group, LLCSignator Investors, Inc.12-02-2015
John Kennith BornsteinAdvisory Services NetworkFSC Securities Corporation07-02-2012
Jeffrey S JeterAllstate Financial Services, LLCOneAmerica Securities, Inc.09-26-2018
John Webster BeardAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-10-2018
Benjamin Louis Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC$109-20-2017
Kevin William MurphyAllstate Financial Services, LLCTransamerica Financial Advisors, Inc07-27-2017
Thomas Joseph BegleyAllstate Financial Services, LLCB. Riley Wealth Management03-29-2017
Hilton Leonardo HorneAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2015
Kevin Patrick KellyAllstate Financial Services, LLCP.J. Robb Variable Corporation09-14-2015
Samuel David GeeAllstate Financial Services, LLCNYLIFE Securities LLC06-08-2015
Ronald Arthur GentileAllstate Financial Services, LLCMetLife Securities Inc.05-21-2015
Gerald Michael TaylorAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2015
Marcus Terrell TurnerAllstate Financial Services, LLCMML Investors Services, LLC04-03-2014
Nedia Brassell NettersAllstate Financial Services, LLCHorace Mann Investors, Inc.02-26-2014
Barrett Russell DelkAllstate Financial Services, LLCCW Securities, LLC$2508-30-2013
Daniel Hatley BrownAllstate Financial Services, LLCFarmers Financial Solutions, LLC01-16-2013
Jonathan Adam BarrackAllstate Financial Services, LLCSilver Oak Securities, Incorporated$5004-13-2012
Clinton Adison HainesAllstate Financial Services, LLCNYLIFE Securities LLC10-26-2011
Joshua Matthew RomanAllstate Financial Services, LLCFidelity Brokerage Services LLC$110-26-2011
David Elliott ErbAllstate Financial Services, LLCCape Securities Inc.$107-16-2010
Dean Allen GrosskreutzAllstate Financial Services, LLCMorgan Keegan & Company, Inc.06-21-2010
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Showing 1 to 25 of 1,878 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.


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