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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth ArmbrusterVoya Financial Advisors, Inc.MML Investors Services, LLC04-13-2015
Nancy Kulik HolsteinVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-05-2015
Justin Blake HowellVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.02-23-2015
Linda Paula ChengVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.02-17-2015
Skipper Wayne RileyVoya Financial Advisors, Inc.Cabot Lodge Securities LLC$2502-12-2015
Christopher Michael LoweVoya Financial Advisors, Inc.Cabot Lodge Securities LLC02-12-2015
John William BentleyVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.$5002-02-2015
Frank Edward Booth Jr.Voya Financial Advisors, Inc.VALIC Financial Advisors, Inc.02-02-2015
Tiffany Van Cao SidotiVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.01-27-2015
John Paul GagliotiVoya Financial Advisors, Inc.Fidelity Brokerage Services LLC01-26-2015
Jeff Alan BrowerVoya Financial Advisors, Inc.FSB Premier Wealth Management, Inc.$2501-08-2015
Debra M. White StephensVoya Financial Advisors, Inc.Cetera Advisor Networks LLC01-02-2015
John Anthony GutfranskiVoya Financial Advisors, Inc.Cetera Advisor Networks LLC01-02-2015
Eric Joseph WyerVoya Financial Advisors, Inc.CUNA Brokerage Services, Inc.12-24-2014
Jeffrey Scott MummaVoya Financial Advisors, Inc.SII Investments, Inc.12-09-2014
Michael N. PanagisVoya Financial Advisors, Inc.Purshe Kaplan Sterling Investments11-14-2014
Edward Anthony Kozak Jr.Voya Financial Advisors, Inc.Woodbury Financial Services, Inc.10-31-2014
Sarah Gardner BartlettVoya Financial Advisors, Inc.Infinex Investments, Inc.10-30-2014
Johanna B. DeroseVoya Financial Advisors, Inc.HD Vest Investment Services10-29-2014
James Clifford DannerVoya Financial Advisors, Inc.Questar Capital Corporation$1010-15-2014
John Michael CrandallVoya Financial Advisors, Inc.Questar Capital Corporation10-15-2014
Thomas James PrideauxVoya Financial Advisors, Inc.Questar Capital Corporation10-15-2014
Michael James FerrellVoya Financial Advisors, Inc.Questar Capital Corporation10-15-2014
David Eugene PackardVoya Financial Advisors, Inc.MidAmerica Financial Services, Inc.10-03-2014
Arin J. MacqueenVoya Financial Advisors, Inc.New England Securities10-01-2014
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Showing 201 to 225 of 721 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.

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