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
Andrew Michael ReindersVoya Financial Advisors, Inc.Voya Financial Partners, LLC10-07-2016
Charles Lawrence KehrNorthwestern Mutual Investment Services, LLCVoya Financial Partners, LLC09-21-2015
Jamie Vincent McDermottVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Cathy G WaxenbergVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Thomas James FrolickVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Wendi Marie EckelbergVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Don Frederick EvesVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-20-2010
Howard Bruce NellhausVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-18-2010
Joe Allen RecerVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Gerald Arnold BischoffVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Stephen Paul Donella Sr.Voya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Michael Thomas McClintockVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Jeffery Lee SteinVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Earnest Alexander Pinder IIIVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
James Thomas Murfee IVVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Gregory Joseph JacobsVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Alex Javier CanasVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Michael James PattersonVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Robert Joseph PayantVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Dean Paul ScheerVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Eileen Marie EmersonVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-17-2010
Ronald Lee WrightVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-10-2010
Diane Elizabeth PetittaVoya Financial Advisors, Inc.Voya Financial Partners, LLC12-10-2010

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 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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