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
Michael Edward Shelton360 Financial Solutions, LLCVoya Financial Advisors, Inc.05-19-2016
Matthew Wayne MartinsonAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.02-26-2018
Tyler Thomas FrostAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$2511-01-2017
Joseph Francis BatkiewiczAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$109-08-2016
Gregory Michael SmithAllstate Financial Services, LLCVoya Financial Advisors, Inc.$2509-26-2018
Donald Eugene OggAllstate Financial Services, LLCVoya Financial Advisors, Inc.07-17-2017
Jerry Parks MooreheadAllstate Financial Services, LLCVoya Financial Advisors, Inc.08-25-2016
Claiborne Brunot LagroneAllstate Financial Services, LLCVoya Financial Advisors, Inc.04-21-2016
Philip Carl RichardAllstate Financial Services, LLCVoya Financial Advisors, Inc.09-09-2015
Gregory David CollingwoodAllstate Financial Services, LLCVoya Financial Advisors, Inc.04-17-2015
Shanda Marie JeffriesAllstate Financial Services, LLCVoya Financial Advisors, Inc.03-07-2014
Jana Lee CowgillAllstate Financial Services, LLCVoya Financial Advisors, Inc.12-16-2013
Robert Tyler HunterAllstate Financial Services, LLCVoya Financial Advisors, Inc.09-18-2012
Peter Ybarra CeledonAllstate Financial Services, LLCVoya Financial Advisors, Inc.07-03-2012
Michael Layne FifeAlphaStar Capital Management, LLCVoya Financial Advisors, Inc.10-19-2011
Laura Lee ProvostAltus Investment GroupVoya Financial Advisors, Inc.01-18-2013
Timothy George CreathAmerican Portfolios Financial Services, Inc.Voya Financial Advisors, Inc.01-11-2011
Andrew Dustin NormanAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.$2511-26-2018
Jeffrey Matthew WoerdemanAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.07-26-2017
Lyndsey BerryAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.$1,00007-06-2017
Nancy Bea ChangAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.12-19-2016
Mark Alan ChrisenberryAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.08-19-2016
Edward Patrick ShafferAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.07-06-2016
Michael John GarofaloAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.04-29-2016
Robert Walter LoveAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.$5005-15-2015
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Showing 1 to 25 of 715 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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