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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eric Mark MenickellaVoya Financial Advisors, Inc.TFS Securities, Inc.09-09-2014
Bruce Allen RathkampVoya Financial Advisors, Inc.Cetera Advisors LLC08-29-2014
Richard Jeffery AnthonyVoya Financial Advisors, Inc.Cadaret, Grant & Co., Inc.08-29-2014
William Keegan RathkampVoya Financial Advisors, Inc.Cetera Advisors LLC08-29-2014
Seth Henson CrosbyVoya Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC08-20-2014
Debbie Renee VichotVoya Financial Advisors, Inc.Nationwide Investment Services Corporation$5008-15-2014
Nanette Marie WinowieckiVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-07-2014
Charles Gregg CretenVoya Financial Advisors, Inc.W. H. Colson Securities, Inc.07-21-2014
Michael Layton MillicanVoya Financial Advisors, Inc.Next Financial Group, Inc.$2507-01-2014
Charles Wilson McNeillyVoya Financial Advisors, Inc.RBC Capital Markets, LLC06-17-2014
Eric Wolter BischoffVoya Financial Advisors, Inc.Cetera Advisor Networks LLC06-16-2014
Patrick Michael GearyVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.$2506-06-2014
Jared Dennis DeboerVoya Financial Advisors, Inc.Waddell & Reed06-05-2014
Ryan Thomas HollenbachVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-04-2014
Lawrence Charles Copeland Jr.Voya Financial Advisors, Inc.American Portfolios Financial Services, Inc.$5006-02-2014
Kathleen Theresa NatalVoya Financial Advisors, Inc.American Portfolios Financial Services, Inc.06-02-2014
Daniel NaumannVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-23-2014
Kristin Leigh WalterVoya Financial Advisors, Inc.J.P. Morgan Securities LLC05-20-2014
John Raymond Phillips Jr.Voya Financial Advisors, Inc.VisionPoint Advisory Group05-19-2014
Kevin F MeserveVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.05-15-2014
Cyndee Kay KahnVoya Financial Advisors, Inc.Royal Alliance Associates, Inc.$2505-07-2014
Sonja Dianne BjorkVoya Financial Advisors, Inc.Prudential Investment Management Services LLC05-06-2014
Christopher Thomas RobertsVoya Financial Advisors, Inc.LPL Financial LLC05-01-2014
Karen Jean HillVoya Financial Advisors, Inc.Newbridge Securities Corporation$5004-28-2014
Lilian Kinling LinVoya Financial Advisors, Inc.New England Securities$2504-28-2014
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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