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
Todd Joseph RichhartVoya Financial Advisors, Inc.Allstate Financial Services, LLC01-22-2019
Titus D. AllenVoya Financial Advisors, Inc.Fifth Third Securities, Inc.$5008-14-2017
Rodney Michael KrampVoya Financial Advisors, Inc.Fifth Third Securities, Inc.08-14-2017
Mark Alan MillerVoya Financial Advisors, Inc.Scottrade, Inc.03-11-2016
Sam S. WalshVoya Financial Advisors, Inc.MetLife Securities Inc.02-08-2016
Brian David KochVoya Financial Advisors, Inc.Lineweaver Wealth Advisors, LLC12-01-2015
Arin J. MacqueenVoya Financial Advisors, Inc.New England Securities10-01-2014
Bruce Allen RathkampVoya Financial Advisors, Inc.Cetera Advisors LLC08-29-2014
William Keegan RathkampVoya Financial Advisors, Inc.Cetera Advisors LLC08-29-2014
Tina Marie HohlVoya Financial Advisors, Inc.ProEquities, Inc.12-11-2013
Steven Jay KurylaVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.10-02-2013
Steven John SpieldennerVoya Financial Advisors, Inc.Walnut Street Securities, Inc.06-25-2013
Craig Michael BruningVoya Financial Advisors, Inc.Walnut Street Securities, Inc.$2510-02-2012
Joshua Von MesenburgVoya Financial Advisors, Inc.The Huntington Investment Company07-02-2012
Robert David RossVoya Financial Advisors, Inc.Ameritas Investment Corp.05-04-2012
Regina Ann TomekVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.03-23-2012
William Clarke KrollVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.$5003-22-2012
John Dougherty Watson IIVoya Financial Advisors, Inc.Chase Investment Services Corp.03-19-2012
Jeffrey Harrison RankinVoya Financial Advisors, Inc.Voya Financial Partners, LLC$15001-03-2011
Edward Francis Bacher IIIVoya Financial Advisors, Inc.Voya Financial Partners, LLC$10001-03-2011
Karl Boyd RubinVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
James William Siders Jr.Voya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
David Paul CushingVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Brian William LinkVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Joseph Bernard Frederick IIVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
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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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