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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Traci-Anne DracoulisBB&T Securities, LLCMML Investors Services, LLC08-17-2017
Darlene Ann WieghatBBVA Securities Inc.MML Investors Services, LLC05-31-2018
Scott Patrick KeesBBVA Securities Inc.MML Investors Services, LLC09-08-2017
Sean James GebhardtBBVA Securities Inc.MML Investors Services, LLC10-10-2014
James E CarpenterBBVA Securities Inc.MML Investors Services, LLC09-25-2014
Richard S. WilburBCG Securities, Inc.MML Investors Services, LLC08-29-2017
Richard Paul Burchill Jr.Beacon Global Advisor Network, LLCMML Investors Services, LLC02-09-2018
Isaiah L GoodmanBecoming Financial Advisory Services, LLCMML Investors Services, LLC11-01-2018
Michael Raymond PatrickBelpointe Asset Management LLCMML Investors Services, LLC08-10-2018
Scott David MosherBelpointe Asset Management LLCMML Investors Services, LLC08-18-2020
William John SutherlandBelpointe Asset Management LLCMML Investors Services, LLC08-18-2020
William John SutherlandBelpointe Asset Management LLCMML Investors Services, LLC08-18-2020
Scott David MosherBelpointe Asset Management LLCMML Investors Services, LLC08-18-2020
William John SutherlandBelpointe Asset Management LLCMML Investors Services, LLC08-18-2020
Scott David MosherBelpointe Asset Management LLCMML Investors Services, LLC08-18-2020
Matthew Ryan RittenhouseBernardo Wealth Planning, LLCMML Investors Services, LLC09-08-2017
Alexander Joseph BlackstoneBlackstone Wealth ManagementMML Investors Services, LLC03-12-2012
Justin Michael HobbsBoston Mountain Money Management, Inc.MML Investors Services, LLC07-17-2015
Rodney Charles BrewerBrewer Financial Life Advisors, LLCMML Investors Services, LLC04-17-2018
Maureen But ReckerBridgelane FinancialMML Investors Services, LLC11-15-2018
Adam Seth WhitingBridgelight Capital LLCMML Investors Services, LLC07-02-2018
Joseph BoydBrighton Securities Corp.MML Investors Services, LLC09-07-2010
Ryan Lavern BrooksBroker Dealer Financial Services Corp.MML Investors Services, LLC07-22-2014
Michael Alan GabrielsonBroker Dealer Financial Services Corp.MML Investors Services, LLC10-18-2013
Barry Frederick DrogyBrokerageSelectMML Investors Services, LLC02-12-2010
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Showing 276 to 300 of 2,715 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.