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
Kim Douglass LanceyVoya Financial Advisors, Inc.Allied Beacon Partners, Inc.12-21-2011
Mark Gregory MetzgerVoya Financial Advisors, Inc.Ameriprise Advisor Services, Inc.$10001-02-2009
Jun Kweon SongVoya Financial Advisors, Inc.AXA Advisors, LLC11-07-2013
David Joseph PowellVoya Financial Advisors, Inc.AXA Advisors, LLC$25010-19-2010
HAROLD JAMES KLUMBACHVoya Financial Advisors, Inc.B. Riley Wealth Management01-09-2012
Walter J SingletaryVoya Financial Advisors, Inc.Capital Financial Services, Inc.07-08-2011
Jimmy Stephen MartinVoya Financial Advisors, Inc.Edward Jones$10011-04-2011
Hunter Carson MotteVoya Financial Advisors, Inc.Fidelity Brokerage Services LLC08-19-2015
Angela Genevieve MarioVoya Financial Advisors, Inc.GWFS Equities, Inc.08-16-2018
Anthony John Narciso Jr.Voya Financial Advisors, Inc.Hornor, Townsend & Kent, LLC04-05-2012
Sheila English JamisonVoya Financial Advisors, Inc.Investors Capital Corp.$50002-11-2016
Marc Ring GelmanVoya Financial Advisors, Inc.Lincoln Financial Advisors Corporation$50004-19-2010
Ira Robert YermishVoya Financial Advisors, Inc.LPL Financial LLC11-29-2013
John Max Henderlite Jr.Voya Financial Advisors, Inc.LPL Financial LLC$50011-28-2012
Enroy Steven HylesVoya Financial Advisors, Inc.LPL Financial LLC$10007-11-2012
Jonathan M. CoxVoya Financial Advisors, Inc.Morgan Stanley$15006-08-2011
Daryl John ZimbardiVoya Financial Advisors, Inc.Next Financial Group, Inc.$10007-16-2010
Dennis Dale JonesVoya Financial Advisors, Inc.NYLIFE Securities LLC07-10-2013
Jon Anthony HoyleVoya Financial Advisors, Inc.Southeast Investments, N.C., Inc.09-01-2015
John Bruce Morrill Jr.Voya Financial Advisors, Inc.Transamerica Investors Securities Corporation$50001-03-2011
Nicholas Steven ChomanVoya Financial Advisors, Inc.Vision Retirement$53003-11-2019
Vladislav ZherenovskyVoya Financial Advisors, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25004-01-2010
Jonathan Moser SpatzVoya Financial Advisors, Inc.WFG Investments, Inc.$25012-18-2013

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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