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
Paul Andrew CallanderVoya Financial Advisors, Inc.Banc of America Investment Services, Inc.$25002-17-2009
Kevin Michael LinkVoya Financial Advisors, Inc.SagePoint Financial, Inc.$10004-01-2009
Tillman Ralph Meetze Jr.Voya Financial Advisors, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-02-2009
Jeffrey Paul ClarkeVoya Financial Advisors, Inc.New England Securities$10002-03-2010
Christopher James CummingsVoya Financial Advisors, Inc.Edward Jones$25003-02-2010
Joseph RincioneVoya Financial Advisors, Inc.LPL Financial LLC06-02-2010
Jason Woodrow HemingVoya Financial Advisors, Inc.NYLIFE Securities LLC09-09-2010
Christopher Howard BarrVoya Financial Advisors, Inc.First Citizens Securities Corporation01-25-2011
David Daniel KelleyVoya Financial Advisors, Inc.Householder Group Financial Advisors, LLC$10003-25-2011
Roger Lee SmithVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.05-27-2011
Sidney M CollinsVoya Financial Advisors, Inc.Edward Jones09-29-2011
Matthew Kirk BrennemanVoya Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC$50002-09-2012
Gregory Scott YoungVoya Financial Advisors, Inc.J.P. Turner & Company, L.L.C.05-02-2012
William Lewis MerschenVoya Financial Advisors, Inc.MML Investors Services, LLC$50006-19-2012
Todd David BrownVoya Financial Advisors, Inc.Hornor, Townsend & Kent, LLC$10007-06-2012
Kairene Amber HolgateVoya Financial Advisors, Inc.Securian Financial Services, Inc.04-04-2013
Donald Ray MeadeVoya Financial Advisors, Inc.Edward Jones$25004-11-2013
James Travis FlynnVoya Financial Advisors, Inc.Capital Investment Group, Inc.05-31-2013
Ashley Charles WoodardVoya Financial Advisors, Inc.Capital Investment Group, Inc.$10006-04-2013
David Ralph WallVoya Financial Advisors, Inc.Capital Investment Group, Inc.$50006-07-2013
Ronald Jason PayneVoya Financial Advisors, Inc.Wells Fargo Advisors Financial Network, LLC06-20-2014
William Frederick SchallVoya Financial Advisors, Inc.Morgan Stanley01-30-2017
Nathan Scott SandersVoya Financial Advisors, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-26-2017
Robert Craig BalmerVoya Financial Advisors, Inc.Lincoln Financial Securities Corporation02-05-2018
John Rainey PatrickVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$25010-11-2019

Showing 1 to 25 of 25 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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