Advisers on the Move TEST

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
Aaron Anthony KohlVoya Financial Advisors, Inc.Ameriprise Financial Services, LLC05-01-2015
Aaron L. IveyVoya Financial Advisors, Inc.Pruco Securities, LLC.09-04-2018
Aaron Michael VincentVoya Financial Advisors, Inc.Questar Capital Corporation02-18-2016
Adam David KaplanVoya Financial Advisors, Inc.MML Investors Services, LLC$2511-27-2018
Adam Michael BouleyVoya Financial Advisors, Inc.First Citizens Investor Services, Inc.05-18-2020
Adam Roy Van DykeVoya Financial Advisors, Inc.Wall Street Financial Group, Inc.06-28-2013
Adam Troy BerlinVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1011-21-2013
Adrian Fernando DoddsVoya Financial Advisors, Inc.Morgan Stanley$5012-11-2009
Akhil KumarVoya Financial Advisors, Inc.National Securities Corporation04-19-2011
Alan Robert OlsonVoya Financial Advisors, Inc.AXA Advisors, LLC$2502-04-2013
Alexander James DinserVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.11-08-2017
Alexander James DinserVoya Financial Advisors, Inc.MetLife Securities Inc.02-23-2012
Alexander Oakman DehaanVoya Financial Advisors, Inc.INVESTMENT PROFESSIONALS, INC.07-11-2018
Alfredo Griek CalvoVoya Financial Advisors, Inc.GWFS Equities, Inc.$5011-25-2019
Allan Francis DicksonVoya Financial Advisors, Inc.Wells Fargo Clearing Services, LLC$10007-11-2012
Amanda L OllendickVoya Financial Advisors, Inc.Transamerica Investors Securities Corporation09-30-2013
Amaretta M SavianoVoya Financial Advisors, Inc.Amaretta Financial, LLC11-07-2016
Andre J. SamVoya Financial Advisors, Inc.Ameriprise Financial Services, LLC09-01-2015
Andre WatsonVoya Financial Advisors, Inc.Questar Capital Corporation$1010-13-2011
Andrea BereznakVoya Financial Advisors, Inc.Better Money Decisions04-23-2020
Andrea Lynn BrownVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-01-2018
Andrew Dennis PierceVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.03-12-2014
Andrew Michael ArringtonVoya Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC01-23-2020
Andrew Michael PerryVoya Financial Advisors, Inc.Ameriprise Financial Services, LLC10-06-2014
Andrew Scott ElishVoya Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC02-18-2020
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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.