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 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 JON SMITHMTX Wealth Management, LLCKEEL POINT ADVISORS, LLC11-22-2010
Bradley L ShermanSherman Wealth Management LLCLincoln Financial Securities Corporation09-24-2015
Bradley Scott JurikMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-16-2015
Brandon ParkUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$111-17-2010
Brandon Christopher OliverMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-01-2010
Brandon Marcus SimonsM&T Securities, Inc.Wells Fargo Clearing Services, LLC12-20-2012
Brandon Reed CroxtonLombard Securities IncorporatedEF Legacy Securities, LLC05-01-2017
Brandon Ross BarrettElbrus Partners, LLCSanders Morris Harris LLC10-27-2017
Brandon Wesley GulleyMML Investors Services, LLCWells Fargo Clearing Services, LLC$22202-08-2010
Brandt Haring, Joe SmartRBC Wealth ManagementBank of America Merrill Lynch$31806-29-2017
Brant Melvin WatsonStrategic Advisers LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-07-2014
Brenda Jean HeinigH. Beck, Inc.VALIC Financial Advisors, Inc.01-05-2010
Brendan Daniel O'RourkeMorgan StanleyFirst Command Advisory Services05-18-2017
Brendan Matthew O'ConnellMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.02-11-2011
Brendan Patrick O'BrienLPL Financial LLCMorgan Stanley$5007-08-2009
Brenden James BosmansWells Fargo Clearing Services, LLCMorgan Stanley02-12-2015
Brennan Ambrose GmeinerCambridge Investment Research, Inc.Raymond James Financial Services, Inc.08-17-2015
Brennan Michael RhuleRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2017
Brett Adam FriedmanPeak Investment Advisors, Inc.LPL Financial LLC11-12-2009
Brett I MoritzMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$112-05-2014
Brett Shane Bernstein, Robert KantorXML Financial GroupLPL Financial$60010-04-2016
Brian Alejandro NamnunMorgan StanleyM&T Securities, Inc.01-29-2016
Brian Alejandro NamnunM&T Securities, Inc.AXA Advisors, LLC09-30-2015
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Showing 201 to 225 of 2,356 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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