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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cynthia Larson AndersonRaymond James Financial Services, Inc.Voya Financial Advisors, Inc.$5011-06-2017
Jon Anthony HoyleOneAmerica Securities, Inc.Voya Financial Advisors, Inc.10-16-2017
Bradley Martin HappelCommonwealth Financial NetworkVoya Financial Advisors, Inc.$105-23-2017
Benjjamin Parnell ZalesInnovation Partners LLCVoya Financial Advisors, Inc.01-20-2017
Richard Huntley HedrickSecurities America, Inc.Voya Financial Advisors, Inc.11-17-2016
Sidney M. CollinsWoodbury Financial Services, Inc.Voya Financial Advisors, Inc.10-28-2016
Victoria Lauren FurrCarolinas Investment Consulting LLCVoya Financial Advisors, Inc.10-17-2016
Jonathan Moser SpatzEpic Financial Advisors LLCVoya Financial Advisors, Inc.09-07-2016
Granville Edward Hearn IIIGWN Securities Inc.Voya Financial Advisors, Inc.$1008-04-2016
Bruce Davis HenningCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-31-2014
Ernest Grayson PanettiCapital Investment Group, Inc.Voya Financial Advisors, Inc.$105-19-2014
Dennis Dale JonesTransamerica Financial Advisors, IncVoya Financial Advisors, Inc.01-07-2014
Robert Tyler HunterAllstate Financial Services, LLCVoya Financial Advisors, Inc.09-18-2012
Michael Bustamante LoberizaInnovation Partners LLCVoya Financial Advisors, Inc.08-22-2012
Michael Layne FifeAlphaStar Capital Management, LLCVoya Financial Advisors, Inc.$2510-19-2011
Christopher Howard BarrWells Fargo Clearing Services, LLCVoya Financial Advisors, Inc.08-17-2011
David Brown Brookbank Jr.LPL Financial LLCVoya Financial Advisors, Inc.06-13-2011
James Fielding MundySagePoint Financial, Inc.Voya Financial Advisors, Inc.05-02-2011
Ernest Brad HatleyLincoln InvestmentVoya Financial Advisors, Inc.03-10-2011
Gregory A. EaddyQuestar Capital CorporationVoya Financial Advisors, Inc.12-17-2010
Linda Taylor HousandFirst Allied Securities, Inc.Voya Financial Advisors, Inc.$1009-08-2010
Devon Elise KillianMorgan StanleyVoya Financial Advisors, Inc.08-16-2010

Showing 1 to 22 of 22 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.