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
Kim GiannoneRobert W. Baird & Co.Wells Fargo Advisors$10511-06-2015
Michael J. McHughRobert W. Baird & Co.Charles Schwab$35004-02-2015
Christopher J. CoburnRobert W. Baird & Co.RBC Wealth Management$15008-29-2014
Michael J. GegenRobert W. Baird & Co.RBC Wealth Management$10005-23-2014
Kevin J. CrossRobert W. Baird & Co.Charles Schwab$40011-25-2013
The RHY GroupRobert W. Baird & Co.Morgan Stanley Wealth Management$35002-03-2012
Philip HolbertRobert W. Baird & Co.Morgan Stanley Wealth Management$10010-28-2011
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

Showing 1 to 9 of 9 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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