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
Bradley James SmithJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2018
Bradley L. FallonLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2014
Bradley Lewis NewmanWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-03-2016
Brandi Lyn SchnathorstUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10004-25-2014
Brandon David BernsteinWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2009
Brandon HuntMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$9109-08-2011
Brandon John HuntMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-02-2011
Brandon Scott SchwartzWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-19-2010
Brant Allen RustichMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-05-2017
Brendan Flynn McNamaraAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2013
Brett Michael BucherBucher Wealth AdvisorsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-08-2010
Brian B. RussellLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2506-15-2012
Brian BlassWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2015
Brian Douglas NeunzigMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-11-2012
Brian Douglas SelfPrincipal Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2502-18-2014
Brian James VolpeiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-03-2014
Brian K. SchlichterWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-09-2015
Brian Kenneth ClarkEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-27-2017
Brian Lee PurcellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-26-2014
Brian P. Amidei, Joseph G. Romano III, Brett C. D'OrlandoHightower AdvisorsMerrill Lynch, Pierce, Fenner & Smith Incorporated$37505-09-2011
Brian PurcellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$11506-26-2014
Brian W. ClarkJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2016
Brian WieseMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-03-2012
Brittany Lee FriarJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-23-2016
Bruce Bradford FickenLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-17-2012
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Showing 76 to 100 of 916 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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