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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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 (Q2 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Raymond JacobsonSecurities America, Inc.Voya Financial Advisors, Inc.05-07-2020
Peter HillCambridge Investment Research, Inc.Voya Financial Advisors, Inc.05-05-2020
Dean Douglas DowsonSagePoint Financial, Inc.Voya Financial Advisors, Inc.04-29-2020
Joshua Grant WempleMutual of Omaha Investor Services, Inc.Voya Financial Advisors, Inc.04-09-2020
Kristina DraperPruco Securities, LLC.Voya Financial Advisors, Inc.04-07-2020
James ZahakosLPL Financial LLCVoya Financial Advisors, Inc.03-31-2020
Alec J. WeissSummit Financial Group IncVoya Financial Advisors, Inc.03-26-2020
Craig Michael BruningRoyal Alliance Associates, Inc.Voya Financial Advisors, Inc.03-16-2020
John Fielding Crigler IIIJRL Capital CorporationVoya Financial Advisors, Inc.03-13-2020
Chad Andrew WaltonKovack Securities Inc.Voya Financial Advisors, Inc.03-13-2020
Joshua David KoetjeCambridge Investment Research, Inc.Voya Financial Advisors, Inc.02-18-2020
John Thomas KeeneyProEquities, Inc.Voya Financial Advisors, Inc.02-14-2020
Douglas Karl EverettAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.02-07-2020
Jamie Frances ReebAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.02-07-2020
Pamela A. Sauls SoldoVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.01-27-2020
Justin Dakota ChandlerKingsMark Private Financial Advisors, LLCVoya Financial Advisors, Inc.01-23-2020
Kathleen Ann LarouereSimplicity WealthVoya Financial Advisors, Inc.01-10-2020
Steven Alan FosterLPL Financial LLCVoya Financial Advisors, Inc.01-06-2020
Jeffrey Charles ReynoldsVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.01-03-2020
Stefan Nabih SabbaghAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.01-03-2020
Robert Joseph SmithIntegrated Financial Solutions, PLLCVoya Financial Advisors, Inc.12-20-2019
Bryan J NelsonBalanced Plan Financial Investment Advisors, Inc.Voya Financial Advisors, Inc.12-11-2019
Louis Joseph CzerwinskiPKS Advisory Services, LLCVoya Financial Advisors, Inc.12-02-2019
Richard Kent BradyIndependent Financial Group, LLCVoya Financial Advisors, Inc.11-22-2019
Scott Lee BradyIndependent Financial Group, LLCVoya Financial Advisors, Inc.11-14-2019
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Showing 1 to 25 of 964 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.