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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Beverley Stewart BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-22-2010
Beverly Ann FischettiAmerican Portfolios Financial Services, Inc.FSC Securities Corporation$2506-29-2010
Beverly Darlene ThomasPNC InvestmentsSunTrust Investment Services, Inc.03-01-2012
Beverly Virginia PieperJ.W. Cole Financial, Inc.Cetera Advisors LLC$5011-03-2010
Bilal Jibril ColbertTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-15-2017
Bill Nick PolizosPNC InvestmentsCapital One Investing, LLC07-23-2018
Bill Nick PolizosCapital One Investing, LLCMorgan Stanley08-03-2017
Blair Keith BryantLincoln Financial Advisors CorporationWells Fargo Clearing Services, LLC09-19-2014
Blair L. FetzerPruco Securities, LLC.NYLIFE Securities LLC06-25-2019
Blair L. FetzerNYLIFE Securities LLCSagePoint Financial, Inc.03-10-2016
Blake E. CorriganFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-03-2012
Blake Laurance SimmsScottrade, Inc.H. Beck, Inc.08-14-2009
Blake WhittenLPL Financial LLCNationwide Securities, LLC10-01-2019
Bo SunFirst Heartland Capital, Inc.SagePoint Financial, Inc.03-29-2017
Bong Hoe ChoeMML Investors Services, LLCPruco Securities, LLC.04-14-2015
Bonnie Kay BaileyCWM, LLCCetera Advisor Networks LLC12-11-2018
Bonnie Renee KiddQuestar Capital CorporationColorado Financial Service Corporation$1004-22-2014
Brad Michael GlickmanLPL Financial LLCNfp Advisor Services$15005-11-2015
Bradley Adam MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-17-2014
Bradley Adam MillerMorgan StanleyCommonwealth Financial Network03-29-2010
Bradley Dale SchramekTD Ameritrade Investment Management, LLCT. Rowe Price Investment Services, Inc.03-23-2016
Bradley David HedenFarmers Financial Solutions, LLCState Farm VP Management Corp.07-17-2015
Bradley Elon MainsterLPL Financial LLCInternational Money Management Group, Inc.09-15-2010
Bradley Emmett SheahanAPW Capital, Inc.LPL Financial LLC$5001-31-2011
Bradley Jon SmithMTX WEALTH MANAGEMENT, LLCKEEL POINT ADVISORS, LLC11-22-2010
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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.