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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard M Holmes IiiVoya Financial Advisors, Inc.Walnut Street Securities, Inc.02-09-2009
Brian Douglas LongVoya Financial Advisors, Inc.1st Global Capital Corp.09-15-2009
William Davies WatsonVoya Financial Advisors, Inc.Commonwealth Financial Network$2505-05-2010
John Dougherty Watson IIVoya Financial Advisors, Inc.Chase Investment Services Corp.$5003-19-2012
William Clarke KrollVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.$5003-22-2012
Regina Ann TomekVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.$2503-23-2012
Joshua Von MesenburgVoya Financial Advisors, Inc.The Huntington Investment Company07-02-2012
Steven Jay KurylaVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$4910-02-2013
Tina Marie HohlVoya Financial Advisors, Inc.ProEquities, Inc.$5012-11-2013
Gregory Kelly SpringfieldVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.03-18-2014
Larry Copeland Jim CopelandVoya Financial Advisors, Inc.American Portfolios Financial Services, Inc.$5506-02-2014
Lawrence Charles Copeland JrVoya Financial Advisors, Inc.American Portfolios Financial Services, Inc.06-02-2014
Kathleen Theresa NatalVoya Financial Advisors, Inc.American Portfolios Financial Services, Inc.06-02-2014
James Christopher CopelandVoya Financial Advisors, Inc.American Portfolios Financial Services, Inc.06-02-2014
Bruce RathkampVoya Financial Advisors, Inc.Cetera$13908-29-2014
Arin J MacqueenVoya Financial Advisors, Inc.New England Securities10-01-2014
Brian David KochVoya Financial Advisors, Inc.Lineweaver Wealth Advisors12-01-2015
Sam S WalshVoya Financial Advisors, Inc.MetLife Securities Inc.02-08-2016
Mark Alan MillerVoya Financial Advisors, Inc.Scottrade, Inc.03-11-2016
Christopher Paul HoganVoya Financial Advisors, Inc.Equitable Advisors, LLC04-12-2016
Rodney Michael KrampVoya Financial Advisors, Inc.Fifth Third Securities, Inc.08-14-2017
Titus D AllenVoya Financial Advisors, Inc.Fifth Third Securities, Inc.$5008-14-2017
Aren YarianVoya Financial Advisors, Inc.Fidelity Brokerage Services LLC05-29-2018
David Michel SheppardVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.06-14-2018
Kurt Douglas EmerickVoya Financial Advisors, Inc.Next Financial Group, Inc.$5006-28-2018
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Showing 1 to 25 of 26 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.