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
Leon Arlin HenryVoya Financial Advisors, Inc.Ameriprise Financial Services, LLC$5009-04-2020
Michael Eric TunkeVoya Financial Advisors, Inc.Equitable Advisors, LLC08-20-2020
Alan Preston CanineVoya Financial Advisors, Inc.Hilltop Securities Independent Network Inc.06-04-2020
Timothy John NardoniVoya Financial Advisors, Inc.Pruco Securities, LLC.06-01-2020
Adam Michael BouleyVoya Financial Advisors, Inc.First Citizens Investor Services, Inc.05-18-2020
Andrew John CorbettVoya Financial Advisors, Inc.Main Line Group Wealth Management, LLC05-05-2020
Andrea BereznakVoya Financial Advisors, Inc.Better Money Decisions04-23-2020
Darren Scott WagermanVoya Financial Advisors, Inc.GWFS Equities, Inc.$2504-15-2020
Hussain ContractorVoya Financial Advisors, Inc.MML Investors Services, LLC04-01-2020
Michael Thomas SwartzVoya Financial Advisors, Inc.MML Investors Services, LLC03-27-2020
Joshua B MissoVoya Financial Advisors, Inc.First Command Brokerage Services, Inc.03-18-2020
Freeman Timothy LindeVoya Financial Advisors, Inc.MML Investors Services, LLC03-04-2020
Michael Joseph DeamicisVoya Financial Advisors, Inc.MML Investors Services, LLC03-03-2020
Joel Phillip DettwilerVoya Financial Advisors, Inc.MML Investors Services, LLC03-03-2020
Andrew Scott ElishVoya Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC02-18-2020
Andrew Michael ArringtonVoya Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC01-23-2020
Frank Junius Smith SrVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2501-10-2020
Thomas Edward LawnsbyVoya Financial Advisors, Inc.Cantella & Co., Inc.01-10-2020
Matthew Charles TakamatsuVoya Financial Advisors, Inc.Charles Schwab & Co., Inc.01-09-2020
David Scott CulverVoya Financial Advisors, Inc.Fidelity Personal and Workplace Advisors01-06-2020
Dennis P DonnellyVoya Financial Advisors, Inc.BancWest Investment Services, Inc.01-06-2020
Todd Deyan BowerVoya Financial Advisors, Inc.Edward Jones01-06-2020
Duane Alan SimpkinsVoya Financial Advisors, Inc.FB Equity Sales Corporation of Michigan01-02-2020
Shiow-Yun WuVoya Financial Advisors, Inc.Royal Alliance Associates, Inc.01-02-2020
Patrick Edward RileyVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.01-02-2020
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Showing 1 to 25 of 437 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.