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
Benjamin Joseph PetrilliWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$2502-27-2009
Benjamin Karl HoffmanAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Benjamin Pruitt Melton Jr.PNC InvestmentsCitigroup Global Markets Inc.12-07-2009
Benjamin Thomas JollyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.08-09-2013
Bernard Barry SalzmanRaymond James Financial Services, Inc.Morgan Stanley$10010-20-2017
Bernard Michael BowhuisFounders Financial Securities LLCQuestar Capital Corporation$1009-01-2010
Bernard Ronald WolfeKestra Advisory Services, LLCKestra Investment Services, LLC04-29-2016
Bernard William RichardsM&T Securities, Inc.Park Avenue Securities LLC08-23-2016
Beth D TerryMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC08-15-2011
Beth K VenitBurt Wealth AdvisorsWells Fargo Clearing Services, LLC09-21-2015
Beverly Britten MooreMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Beverly Darlene ThomasPNC InvestmentsSunTrust Investment Services, Inc.03-01-2012
Beverly PieperJ.W. Cole FinancialMulti-Financial Securities$5001-05-2011
Beverly Virginia PieperJ.W. Cole Financial, Inc.Cetera Advisors LLC$5011-03-2010
Bilal SalahuddinTransamerica Financial Advisors, IncWorld Group Securities, Inc.01-06-2012
Bill Nick PolizosPNC InvestmentsCapital One Investing, LLC07-23-2018
Bingyin XuTransamerica Financial Advisors, IncWorld Group Securities, Inc.01-06-2012
Bo SunFirst Heartland Capital, Inc.SagePoint Financial, Inc.03-29-2017
Bob Carson, Don Hannahs, Tim Kvech, Larry BriskinTriad AdvisorsLincoln Financial$60011-01-2010
Bobby D HarrisAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Bonnie Lynn KrosinMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Bonnie Renee KiddWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Bradford Fredrick IrelandMerrill Lynch, Pierce, Fenner & Smith IncorporatedNationwide Securities, LLC$10011-16-2015
Bradley Adam MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-17-2014
Bradley Craig LivengoodSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.09-14-2016
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Showing 126 to 150 of 1,878 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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