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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Timothy Bugarin12th Street Asset ManagementWoodmont Investment Counsel, LLC07-05-2019
Vincent Joseph GiannattasioA&G Financial Management, LLCInstitutional Capital Management, Inc.10-15-2010
Daniel Troy StidhamAAN Wealth Advisors LLCStrategic Planning Associates01-31-2020
Robert Boyde ScottAccurate Wealth Management, LLCtruAdvice LLC08-29-2019
David Mason WilliamsAdvantage Investment Management, LLCWealth Strategies Advisory Group, Inc.$101-21-2009
Charles AuerbachAdvantage Investment Management, LLCWealth Strategies Advisory Group, Inc.$10001-21-2009
Michael Kevin DavisAdviPartner, LLCCetera Advisor Networks LLC05-04-2017
Ross Levi SadoffAdvised Assets Group, LLCSignator Investors, Inc.12-02-2015
Scott Douglas WilliamsAdvisory Services NetworkLPL Financial LLC08-29-2018
Bradley David ChurchAdvisory Services NetworkLPL Financial LLC03-14-2016
John Kennith BornsteinAdvisory Services NetworkFSC Securities Corporation07-02-2012
Robert Lawrence DelucasAfton Advisors, LLCPark Avenue Securities LLC05-16-2019
Nathan Ryan PetersenAllstate Financial Services, LLCAllstate Financial Services, LLC01-29-2020
Christopher Steven CoffeyAllstate Financial Services, LLCNYLIFE Securities LLC11-25-2019
Kevin Phillip MoellerAllstate Financial Services, LLCNext Financial Group, Inc.08-07-2019
Lawrence D. KingAllstate Financial Services, LLCNYLIFE Securities LLC08-05-2019
Timothy Paul FinneganAllstate Financial Services, LLCAllstate Financial Services, LLC05-23-2019
Sherri Yvonne ThomasAllstate Financial Services, LLCCUNA Brokerage Services, Inc.12-13-2018
Jeffrey S. JeterAllstate Financial Services, LLCOneAmerica Securities, Inc.09-26-2018
John Webster BeardAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-10-2018
Benjamin L. Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC09-20-2017
Kevin W. MurphyAllstate Financial Services, LLCTransamerica Financial Advisors, Inc07-27-2017
Thomas Joseph BegleyAllstate Financial Services, LLCB. Riley Wealth Management03-29-2017
Wayne Dean CraryAllstate Financial Services, LLCPrincipal Securities, Inc.05-17-2016
Hilton Leonardo HorneAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2015
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Showing 1 to 25 of 2,565 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.