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
Frederick William Dietz JrVoya Financial Advisors, Inc.NYLIFE Securities LLC10-08-2018
Gary Clark CookVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Gary Craig BoehmerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Gary E. CalderaroVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$2507-29-2011
Gary Lance WittenVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Gary Marvin CarlyleVoya Financial Advisors, Inc.Lincoln Investment03-01-2017
Gary Paul NelsonVoya Financial Advisors, Inc.Sigma Financial Corporation08-06-2018
Gary Steven GuglielmelloVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.$5005-01-2015
Gary William BarkmanVoya Financial Advisors, Inc.LPL Financial LLC11-02-2016
Gary William HollandVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.05-01-2015
George Daniel Dougherty IIIVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
George Stephen PetersonVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Gerald Arnold BischoffVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Gerard GrayVoya Financial Advisors, Inc.M Holdings Securities, Inc.12-19-2016
Gilman Franklin RogersVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Glen Edward Ellis Jr.Voya Financial Advisors, Inc.Voya Financial Partners, LLC$10001-03-2011
Glenn Richard AlfordVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Grace Ann HintzVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Grant Burl OttensteinVoya Financial Advisors, Inc.Woodbury Financial Services, Inc.05-13-2016
Greg D GowerVoya Financial Advisors, Inc.GWFS Equities, Inc.05-21-2018
Gregory Allen GosierVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Gregory Daniel BertagnaVoya Financial Advisors, Inc.TFS Securities, Inc.$10001-04-2016
Gregory Daniel LevengoodVoya Financial Advisors, Inc.LPL Financial LLC$5008-07-2015
Gregory Joseph JacobsVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Gregory Kelly SpringfieldVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.03-18-2014
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Showing 226 to 250 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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