DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor teams

Teams that joined Voya Financial Advisors, Inc.

A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.

Advisors	From	To	Branch	Type	Left
2	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma	Affiliated broker-dealer or bank to another	Sep 5, 2026 over 6 d
3	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Stratham, Nh +2	Affiliated broker-dealer or bank to another	Aug 25, 2026 over 7 d
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma	Wirehouse to affiliated broker-dealer or bank	Aug 21, 2026 over 10 d
2	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma	Affiliated broker-dealer or bank to another	Jul 30, 2026 over 11 d
3	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Smithfield, Ri	Affiliated broker-dealer or bank to another	May 27, 2026 over 15 d
4	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma +1	Affiliated broker-dealer or bank to another	May 26, 2026 over 16 d
3	Missionsquare Retirement BD affiliated	Voya Financial Advisors, Inc. BD affiliated	Washington, Dc	Affiliated broker-dealer or bank to another	Apr 10, 2026
2	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Voya Financial Advisors, Inc. BD affiliated	New York, Ny	Wirehouse to affiliated broker-dealer or bank	Feb 23, 2026 over 9 d
5	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Voya Financial Advisors, Inc. BD affiliated	Riverside, Ri	Wirehouse to affiliated broker-dealer or bank	Feb 20, 2026 over 10 d
13	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma +2	Affiliated broker-dealer or bank to another	Feb 11, 2026 over 72 d
7	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma	Affiliated broker-dealer or bank to another	Dec 19, 2025 over 27 d
3	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma +2	Affiliated broker-dealer or bank to another	Nov 6, 2025 over 14 d
4	John Hancock Personal Financial Services, LLC BD affiliated	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma	Affiliated broker-dealer or bank to another	Nov 3, 2025 over 7 d
2	Strategic Advisers LLC national BD	Voya Financial Advisors, Inc. BD affiliated	Boston, Ma	Affiliated broker-dealer or bank to another	Oct 10, 2025 over 5 d
2	LPL Financial LLC BD affiliated	Voya Financial Advisors, Inc. BD affiliated	Sacramento, Ca +1	Affiliated broker-dealer or bank to another	Sep 16, 2025
2	Valic Financial Advisors, Inc. BD affiliated	Voya Financial Advisors, Inc. BD affiliated	Houston, Tx	Affiliated broker-dealer or bank to another	Jan 10, 2025 over 5 d
2	Oneamerica Securities, Inc. BD affiliated	Voya Financial Advisors, Inc. BD affiliated	Indianapolis, In	Affiliated broker-dealer or bank to another	Dec 31, 2024
2	Missionsquare Retirement institutional	Voya Financial Advisors, Inc. BD affiliated	Washington, Dc	Other	Sep 23, 2024
2	Decisional Wealth Advisors LLC independent RIA	Voya Financial Advisors, Inc. BD affiliated	Rochester, Ny	RIA to affiliated broker-dealer or bank	Jul 5, 2024
2	MML Investors Services, LLC BD affiliated	Voya Financial Advisors, Inc. BD affiliated	Camp Douglas, Wi +1	Affiliated broker-dealer or bank to another	Mar 19, 2020 over 11 d
2	MML Investors Services, LLC BD affiliated	Voya Financial Advisors, Inc. BD affiliated	La Crosse, Wi	Affiliated broker-dealer or bank to another	Mar 4, 2020
2	Investment Advisors Corp BD affiliated	Voya Financial Advisors, Inc. BD affiliated	West Des Moines, Ia	Affiliated broker-dealer or bank to another	Oct 20, 2018 over 12 d
2	Scottrade Investment Management BD affiliated	Voya Financial Advisors, Inc. other	Saint Louis, Mo	Other	Mar 9, 2018
2	Fifth Third Securities, Inc. other	Voya Financial Advisors, Inc. other	Findlay, Oh +1	Other	Sep 8, 2017
2	Td Ameritrade, Inc. no RAUM	Voya Financial Advisors, Inc. other	Omaha, Ne	Other	Jun 21, 2017
2	Wells Fargo Advisors wirehouse	Voya Financial Advisors, Inc. other	Greenville, Sc +1	Other	Jun 1, 2017
2	Legend Advisory, LLC other	Voya Financial Advisors, Inc. other	Fort Wayne, In +1	Other	Feb 10, 2017 over 12 d
9	Investors Capital Advisory other	Voya Financial Advisors, Inc. other	Lynnfield, Ma	Other	Jul 23, 2016 over 10 d
2	Msi Financial Services, Inc. other	Voya Financial Advisors, Inc. other	Newark, De	Other	Jun 24, 2016 over 12 d
2	Voya Retirement Advisors, LLC other	Voya Financial Advisors, Inc. other	Quincy, Ma	Other	Feb 25, 2016
3	Investors Capital Advisory other	Voya Financial Advisors, Inc. other	Lynnfield, Ma	Other	Feb 16, 2016 over 14 d
10	Investors Capital Advisory other	Voya Financial Advisors, Inc. other	Lynnfield, Ma +4	Other	Nov 10, 2015 over 20 d

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32 teams match.derived from registration dates