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.Â«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|Keith Epstein, Andrew Oremland||Robert W. Baird & Co.||Wells Fargo Advisors||$243||12-19-2016|
|Jeff Cohen, Christian Clinton, Jena Burrows||Robert W. Baird & Co.||Wells Fargo Advisors||$343||10-26-2016|
|The Buskey McGinty Group||Robert W. Baird & Co.||Wells Fargo Advisors||$265||03-01-2012|
|Scott Woods||Robert W. Baird & Co.||Wells Fargo Advisors||$390||07-18-2011|
|Russ Guard & Jacob Duffy||Robert W. Baird & Co.||Morgan Stanley Wealth Management||$150||03-28-2010|
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.