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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander S. CushnerRobert W. Baird & Co.Credit Suisse Wealth Services$30010-05-2011
Barbara WoolhandlerRobert W. Baird & Co.Morgan Stanley Wealth Management$26003-06-2015
Brian NetheryRobert W. Baird & Co.Stifel Nicolaus & Co.$14011-06-2015
C. Gene Jester, Bert Cort Lester BennettRobert W. Baird & Co.Morgan Stanley Wealth Management$21010-31-2017
Christopher J. CoburnRobert W. Baird & Co.RBC Wealth Management$15008-29-2014
Clark Robert "Rob" NyeRobert W. Baird & Co.Seattle Northwest Securities$22008-31-2011
Clay Ryan, Harold Ryan, Wes OliverRobert W. Baird & Co.Wells Fargo Advisors$23003-16-2011
Daniel J. Cairns, John C. KayRobert W. Baird & Co.Wells Fargo Advisors$10012-05-2011
Daniel J. PhillipsRobert W. Baird & Co.UBS Financial Services$10506-18-2013
David L. LouthanRobert W. Baird & Co.Wedbush Securities$8012-05-2011
David Marshall, Gavin AmatoRobert W. Baird & Co.Morgan Stanley Wealth Management$40005-04-2011
David Schwarz, Matthew BrunerRobert W. Baird & Co.Morgan Stanley Wealth Management$10006-16-2011
Dominic Capuano, Timothy M. ButlerRobert W. Baird & Co.Charles Schwab$60009-06-2011
Douglas W. MabieRobert W. Baird & Co.William Blair & Co.$80004-25-2012
Drew PerrymanRobert W. Baird & Co.Morgan Stanley Wealth Management$12002-16-2011
Francis RocheRobert W. Baird & Co.RBC Wealth Management$003-17-2014
Fred GartrellRobert W. Baird & Co.Charles Schwab$42510-08-2012
Fred Wheeler, Jan Bayle, Alex Wheeler, Barbara Campbell, Jery MarianiRobert W. Baird & Co.Morgan Stanley Wealth Management$25008-15-2011
Frederick Gollier, Michael Henning, Christopher WatersRobert W. Baird & Co.Wells Fargo Advisors$21502-07-2014
Gerald D. Brennan, James R. Seidel, Lynn L. KittelsonRobert W. Baird & Co.UBS Financial Services $21503-18-2013
Greg T. Evans, Stephen Allain, Jerred R. Crumley Robert W. Baird & Co.Wells Fargo Advisors$007-03-2013
J. Gillette Burns, Orlando C. Montesino, Andrew A. AtkinsonRobert W. Baird & Co.Wells Fargo Advisors$47004-09-2013
James W. McGuireRobert W. Baird & Co.Wells Fargo Advisors$009-02-2014
Jason SchlesingerRobert W. Baird & Co.Wells Fargo Advisors$20003-24-2011
Jayson BalesRobert W. Baird & Co.MML Investors Services$6506-28-2012
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Showing 1 to 25 of 79 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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