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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott H McclaveMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.05-15-2020
Kristina DraperPruco Securities, LLC.Voya Financial Advisors, Inc.04-07-2020
Robert Nelson HamiltonAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.06-21-2019
Hunter James GietzenLPL Financial LLCVoya Financial Advisors, Inc.03-14-2019
Adam Tyler CostarellaAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.11-26-2018
Bryan Dale DeardenPlanMember Securities CorporationVoya Financial Advisors, Inc.06-04-2018
Timothy Keith KadlecPlanMember Securities CorporationVoya Financial Advisors, Inc.05-01-2018
Nyren John ComptonCetera Investment Services LLCVoya Financial Advisors, Inc.04-13-2018
Arthur Jacob Winston IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.03-23-2018
Kristine K KannoOpal AdvisorsVoya Financial Advisors, Inc.02-01-2018
Edward Aaron BalfourEquitable Advisors, LLCVoya Financial Advisors, Inc.06-01-2017
Matthew Erwin BoelterViridian RIA, LLCVoya Financial Advisors, Inc.02-08-2017
Daniel Frederick FieldsOliver Capital ManagementVoya Financial Advisors, Inc.12-06-2016
Toryalai KakarMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.04-01-2016
Melissa Star WilliamsCentaurus Financial, Inc.Voya Financial Advisors, Inc.08-28-2015
Glenn Marshall RossmanLPL Financial LLCVoya Financial Advisors, Inc.06-17-2015
Patrick Bruce SeversonLPL Financial LLCVoya Financial Advisors, Inc.06-17-2015
Tyler Mikel AtkinsonLPL Financial LLCVoya Financial Advisors, Inc.06-17-2015
Nien Minh HoangMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.10-16-2014
Stephen Edward GrayLPL Financial LLCVoya Financial Advisors, Inc.12-03-2012
Barbara Jean KubeshPrincipal Securities, Inc.Voya Financial Advisors, Inc.06-29-2010
William Joseph WeikartWeikart Advisory Services LLCVoya Financial Advisors, Inc.$1001-11-2010
Andrew Dustin NormanAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.$2511-26-2018
Paul DellinoEdward JonesVoya Financial Advisors, Inc.$2502-10-2014
Deborrah Michelle MurphyKMS Financial Services, Inc.Voya Financial Advisors, Inc.$3511-07-2014
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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.