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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Albert Frank ChernayAllstate Financial Services, LLCLincoln Financial Securities Corporation07-02-2012
Alexander Brady AscenciosAllstate Financial Services, LLCPrudential Annuities Distributors, Inc$50012-06-2012
Alfonso RodriguezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-28-2017
Annette Roberts-RathwickAllstate Financial Services, LLCState Farm VP Management Corp.11-23-2016
Anthony R. SaucedaAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.02-12-2016
Arthur Allen BlairAllstate Financial Services, LLCSovereign Wealth Advisors LLC06-15-2018
Brian Kyle TomsAllstate Financial Services, LLCPruco Securities, LLC.02-01-2010
Bryan Donald GustovichAllstate Financial Services, LLCSaybrus Equity Services, LLC06-14-2011
Bryan Eugene BrownfieldAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10008-27-2013
Bryan William BurrowsAllstate Financial Services, LLCDominion Investor Services, Inc.$50006-04-2015
Catherine Brooke YorkAllstate Financial Services, LLCState Farm VP Management Corp.12-05-2017
Charles Harvey Blacknall Sr.Allstate Financial Services, LLCPark Avenue Securities LLC07-27-2015
Charles Rogers FlournoyAllstate Financial Services, LLCUSAA Financial Advisors, Inc.$15008-04-2017
Christopher Ladarian HillAllstate Financial Services, LLCUSAA Financial Advisors, Inc.11-05-2009
Christopher M. ReinceAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-23-2013
Christopher Scott ObannerAllstate Financial Services, LLCAdvised Assets Group, LLC$10010-30-2017
Clinton Wesley BarnesAllstate Financial Services, LLCGoldman Sachs & Co.03-14-2012
Curtis Bernard WileyAllstate Financial Services, LLCBB&T Investment Services, Inc.08-11-2017
Cynthia Martin MichelAllstate Financial Services, LLCNYLIFE Securities LLC07-08-2016
Danny Joe WakinAllstate Financial Services, LLCCarolina Financial Securities, LLC$50004-25-2012
Dat C TrinhAllstate Financial Services, LLCChase Investment Services Corp.$25012-01-2010
David James ErkelAllstate Financial Services, LLCRaymond James Financial Services, Inc.$50010-09-2014
David John AdamsAllstate Financial Services, LLCAmeriprise Financial Services, Inc.06-03-2019
Devanand Doobay GaymesAllstate Financial Services, LLCNYLIFE Securities LLC08-06-2015
Donnie Matthew PittsAllstate Financial Services, LLC1st Global Capital Corp.03-27-2012
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Showing 1 to 25 of 139 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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