Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Fields, Tonya NicholsRobert W. Baird & Co.Bank of America Merrill Lynch$17006-28-2012
Michael J. McHughRobert W. Baird & Co.Charles Schwab$35004-02-2015
Kevin J. CrossRobert W. Baird & Co.Charles Schwab$40011-25-2013
Fred GartrellRobert W. Baird & Co.Charles Schwab$42510-08-2012
William Norris, Shawn SmithRobert W. Baird & Co.Charles Schwab$64010-04-2011
Dominic Capuano, Timothy M. ButlerRobert W. Baird & Co.Charles Schwab$60009-06-2011
Ken Belter, Will SchafflerRobert W. Baird & Co.Citigroup$13010-11-2012
Russell P. HuebschleRobert W. Baird & Co.Credit Suisse Wealth Services$14010-05-2011
Alexander S. CushnerRobert W. Baird & Co.Credit Suisse Wealth Services$30010-05-2011
Richard L. BingamanRobert W. Baird & Co.Edward Jones$16802-27-2018
Jim VermilyeRobert W. Baird & Co.LPL Financial$8508-10-2012
Jayson BalesRobert W. Baird & Co.MML Investors Services$6506-28-2012
C. Gene Jester, Bert Cort Lester BennettRobert W. Baird & Co.Morgan Stanley Wealth Management$21010-31-2017
Thomas Marchal Robert W. Baird & Co.Morgan Stanley Wealth Management$17509-18-2017
Robert L. GormanRobert W. Baird & Co.Morgan Stanley Wealth Management$21005-21-2015
Barbara WoolhandlerRobert W. Baird & Co.Morgan Stanley Wealth Management$26003-06-2015
John N. HuynhRobert W. Baird & Co.Morgan Stanley Wealth Management$6007-19-2013
Malcolm H. Liles, William N. Liles, Sherri A. MinunnoRobert W. Baird & Co.Morgan Stanley Wealth Management$58505-10-2013
Jospeh A. Lipe, John B. LipeRobert W. Baird & Co.Morgan Stanley Wealth Management$25002-15-2013
Jon Narmi, Charlie Narmi, Theresa RynaskiRobert W. Baird & Co.Morgan Stanley Wealth Management$33009-14-2012
Patty EstopinalRobert W. Baird & Co.Morgan Stanley Wealth Management$17506-28-2012
John DuguidRobert W. Baird & Co.Morgan Stanley Wealth Management$13504-27-2012
The RHY GroupRobert W. Baird & Co.Morgan Stanley Wealth Management$35002-03-2012
Neil E. Grant, Luke HallidayRobert W. Baird & Co.Morgan Stanley Wealth Management$34312-14-2011
Philip HolbertRobert W. Baird & Co.Morgan Stanley Wealth Management$10010-28-2011
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Showing 1 to 25 of 80 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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