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
Alberto Carlos VillarrealVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Angela Nicole BryantVoya Financial Advisors, Inc.Center Street Securities, Inc.09-04-2015
Ashley Nicole DominguezVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Bernard Fred Adam IIIVoya Financial Advisors, Inc.Lincoln Financial Securities Corporation01-28-2013
Bredawn RileyVoya Financial Advisors, Inc.Voya Financial Partners, LLC$5001-03-2011
Brett A. PhillipsVoya Financial Advisors, Inc.Lincoln Financial Advisors Corporation03-01-2013
Brian Eugene PulliamVoya Financial Advisors, Inc.Cetera Investment Services LLC$1003-02-2009
Bruce Lynn GibsonVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Collin Isaiah GrayVoya Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC01-22-2019
Cory Dale SummersVoya Financial Advisors, Inc.Charles Schwab & Co., Inc.$1004-01-2013
Cynthia Alberta DowlerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
David Alan PoppeVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
David Richard BowmanVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Debra M. White StephensVoya Financial Advisors, Inc.Cetera Advisor Networks LLC01-02-2015
Edwin Stephen FernandezVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Gary Clark CookVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Gary Craig BoehmerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Gilman Franklin RogersVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Glen Edward Ellis Jr.Voya Financial Advisors, Inc.Voya Financial Partners, LLC$10001-03-2011
Heath William JohnsonVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
James E. GrayVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
James Michael ArringtonVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
James Robert McBeeVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Jamie Cary PhillipsVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Jay Dev KhatterVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
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Showing 1 to 25 of 52 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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