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
Arin J. MacqueenVoya Financial Advisors, Inc.New England Securities10-01-2014
Arthur David SmithVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Benjamin Scott SmithVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Brian David KochVoya Financial Advisors, Inc.Lineweaver Wealth Advisors, LLC12-01-2015
Brian Douglas LongVoya Financial Advisors, Inc.1st Global Capital Corp.09-15-2009
Brian William LinkVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Bruce Allen RathkampVoya Financial Advisors, Inc.Cetera Advisors LLC08-29-2014
Craig Michael BruningVoya Financial Advisors, Inc.Walnut Street Securities, Inc.$2510-02-2012
Dale Dalton Van ValkenburgVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Daniel L. Jacobs Sr.Voya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
David Bradley RankinVoya Financial Advisors, Inc.Voya Financial Partners, LLC$2501-03-2011
David Paul CushingVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Derek E. StilesVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Edward Francis Bacher IIIVoya Financial Advisors, Inc.Voya Financial Partners, LLC$10001-03-2011
Faith T. KieningerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Glenn Richard AlfordVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
James Edwin BrowningVoya Financial Advisors, Inc.Voya Financial Partners, LLC$2501-03-2011
James William Siders Jr.Voya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Jason Scott QuintusVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Jeffrey Harrison RankinVoya Financial Advisors, Inc.Voya Financial Partners, LLC$15001-03-2011
Joanne BrashenVoya Financial Advisors, Inc.Voya Financial Partners, LLC$2501-03-2011
John Dougherty Watson IIVoya Financial Advisors, Inc.Chase Investment Services Corp.03-19-2012
John Francis RoeschVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Joseph Bernard Frederick IIVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Joshua Von MesenburgVoya Financial Advisors, Inc.The Huntington Investment Company07-02-2012
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Showing 1 to 25 of 58 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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