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
Wayne W FilizettiVoya Financial Advisors, Inc.Forest Securities, Inc.08-05-2019
Brennan G. HuntVoya Financial Advisors, Inc.Voya Financial Partners, LLC05-07-2019
Gary Paul NelsonVoya Financial Advisors, Inc.Sigma Financial Corporation08-06-2018
Jason Eugene BowrenVoya Financial Advisors, Inc.Ameriprise Financial Services, Inc.07-17-2018
John Stanley BeallVoya Financial Advisors, Inc.National Planning Corporation07-13-2017
Kimberley Kae HamiltonVoya Financial Advisors, Inc.Morgan Stanley$15002-02-2017
John Jay SchuchVoya Financial Advisors, Inc.Michigan Securities, Inc.08-05-2015
Jeffrey Harold ChaseVoya Financial Advisors, Inc.HBW Securities LLC06-15-2015
Arshag Kutner OdabachianVoya Financial Advisors, Inc.Wells Fargo Clearing Services, LLC05-08-2015
Ryan A PepinVoya Financial Advisors, Inc.Pruco Securities, LLC.04-24-2015
Nanette Marie WinowieckiVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-07-2014
Christopher Thomas RobertsVoya Financial Advisors, Inc.LPL Financial LLC05-01-2014
Thomas Paul Bellos IIVoya Financial Advisors, Inc.The O.N. Equity Sales Company05-30-2013
Ryan James BruursemaVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$1006-07-2012
Jeff Alan TomlinsonVoya Financial Advisors, Inc.Signator Investors, Inc.09-23-2011
James Gordon Hamilton Jr.Voya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Kristi Ellen TurchanVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Casey Allen TjalsmaVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Peter Joseph KumarVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Deborah Marie VerkerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Charles Lynn Riley Jr.Voya Financial Advisors, Inc.PNC Investments06-09-2010
David Allen KoetjeVoya Financial Advisors, Inc.Nationwide Securities, LLC$5001-04-2010
Jimm F. WhiteVoya Financial Advisors, Inc.GunnAllen Financial, Inc01-13-2009

Showing 1 to 23 of 23 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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