Advisor Movement RIAs

7 advisors move to BPS WEALTH ADVISORS, INC.

BPS Wealth Advisors, Inc.

By Cassandra Troy · Finleet RIA Intelligence

2026-03-20

BPS Wealth Advisors, Inc. has welcomed seven advisors from Beard Investment Services, Inc., bolstering its team with seasoned professionals. Bradley Walker and Mark Hadley are among the new additions, both transitioning from Beard Investment Services, Inc. Eric Clayton, Robert Smallwood, and James Rafoth complete the group of advisors moving to BPS Wealth Advisors, Inc.

Each advisor brings a unique set of skills and a strong track record of success. SEC and FINRA registration records confirm the transition, effective as of March 20, 2026. The firm says it looks forward to integrating these advisors into its existing framework.

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