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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Joshua Matthew RomanAllstate Financial Services, LLCStrategic Advisers LLC10-26-2011
Jonathan Adam BarrackAllstate Financial Services, LLCSilver Oak Securities, Incorporated04-13-2012
Barrett R DelkAllstate Financial Services, LLCCW Securities, LLC$2508-30-2013
Nedia B NettersAllstate Financial Services, LLCHorace Mann Investors, Inc.02-26-2014
Hilton Leonardo HorneAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2015
John Webster BeardAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-10-2018
Sherri Yvonne ThomasAllstate Financial Services, LLCCUNA Brokerage Services, Inc.12-13-2018
Kevin Phillip MoellerAllstate Financial Services, LLCNext Financial Group, Inc.08-07-2019
Christopher Steven CoffeyAllstate Financial Services, LLCNYLIFE Securities LLC11-25-2019
Robert Gary McDadeAllstate Financial Services, LLCCW Securities, LLC06-09-2020

Showing 1 to 11 of 11 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.