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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bryan J NelsonVoya Financial Advisors, Inc.Edward Jones09-08-2010
Christopher James CummingsVoya Financial Advisors, Inc.Edward Jones$25003-02-2010
Christopher Micahel HowardVoya Financial Advisors, Inc.Edward Jones09-28-2016
Daniel A. GarciaVoya Financial Advisors, Inc.Edward Jones08-22-2018
David Kinsman QuinnVoya Financial Advisors, Inc.Edward Jones08-03-2015
Donald Ray MeadeVoya Financial Advisors, Inc.Edward Jones$25004-11-2013
Gregg Joseph MillerVoya Financial Advisors, Inc.Edward Jones04-09-2012
James ZahakosVoya Financial Advisors, Inc.Edward Jones$10001-06-2017
Jeanne Rae AshburnVoya Financial Advisors, Inc.Edward Jones$10002-28-2012
Jimmy Stephen MartinVoya Financial Advisors, Inc.Edward Jones$10011-04-2011
Mary Georgina HaggarVoya Financial Advisors, Inc.Edward Jones$50002-18-2011
Michael Nathan WisingerVoya Financial Advisors, Inc.Edward Jones$25011-23-2010
Mitchell Scott ManningVoya Financial Advisors, Inc.Edward Jones10-25-2017
Rene Llamas Jr.Voya Financial Advisors, Inc.Edward Jones12-23-2016
Richard Aram AvdoyanVoya Financial Advisors, Inc.Edward Jones08-13-2009
Richard Matthew BojdaVoya Financial Advisors, Inc.Edward Jones06-08-2011
Roger Duke ZieglerVoya Financial Advisors, Inc.Edward Jones$25002-11-2011
Russell J PintoVoya Financial Advisors, Inc.Edward Jones$16010-28-2016
Sidney M CollinsVoya Financial Advisors, Inc.Edward Jones09-29-2011
William Edward TownsendVoya Financial Advisors, Inc.Edward Jones04-03-2017
Yvonne Marie LiguoriVoya Financial Advisors, Inc.Edward Jones$50005-29-2012

Showing 1 to 21 of 21 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.