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
Richard L. BingamanRobert W. Baird & Co.Edward Jones$16802-27-2018
Thomas Marchal Robert W. Baird & Co.Morgan Stanley Wealth Management$17509-18-2017
Jeffrey TolbertRobert W. Baird & Co.UBS Financial Services$17805-16-2017
Richard W. Andersen, Eric R. AndersenRobert W. Baird & Co.UBS Financial Services$16508-09-2013
Paul J. DonnellyRobert W. Baird & Co.William Blair & Co.$20005-23-2013
Douglas W. MabieRobert W. Baird & Co.William Blair & Co.$80004-25-2012

Showing 1 to 6 of 6 entries

Page 1

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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