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
Aaron Anthony KohlVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.05-01-2015
Aaron L. IveyVoya Financial Advisors, Inc.Pruco Securities, LLC.09-04-2018
Aaron Michael VincentVoya Financial Advisors, Inc.Questar Capital Corporation02-18-2016
Adam James MillerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Adam Roy Van DykeVoya Financial Advisors, Inc.Wall Street Financial Group, Inc.06-28-2013
Adriana Ortiz PachecoVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Adrienne Marie CavallaroVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Alan Robert OlsonVoya Financial Advisors, Inc.AXA Advisors, LLC$2502-04-2013
Alberto Carlos VillarrealVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Alex Javier CanasVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Alfredo Griek CalvoVoya Financial Advisors, Inc.GWFS Equities, Inc$5011-25-2019
Alicia Stephaine KongVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Allan Francis DicksonVoya Financial Advisors, Inc.Wells Fargo Clearing Services, LLC07-11-2012
Alyssa Marie PhillipsVoya Financial Advisors, Inc.Voya Financial Partners, LLC06-09-2011
Amanda L OllendickVoya Financial Advisors, Inc.Transamerica Investors Securities Corporation09-30-2013
Andre J. SamVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.09-01-2015
Andre John LankaVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Andrea Lynn BrownVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-01-2018
Andrew Hamilton BrookshireVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Andrew Lee ShullVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Andrew Michael ReindersVoya Financial Advisors, Inc.Voya Financial Partners, LLC10-07-2016
Andrew Tim Look KamVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Andrew Ulrich MarcusVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Angela Genevieve MarioVoya Financial Advisors, Inc.GWFS Equities, Inc.08-16-2018
Angela Marie SecoloVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
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Showing 1 to 25 of 722 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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