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
Barbara WoolhandlerRobert W. Baird & Co.Morgan Stanley Wealth Management$26003-06-2015
Rebecca Gadus, Jeffrey Carroll, Tyson EubanksRobert W. Baird & Co.UBS Financial Services$002-27-2015
Patrick Cook, Nathan CookRobert W. Baird & Co.UBS Financial Services$17002-02-2015
Lawrence I. MagidRobert W. Baird & Co.Wells Fargo Advisors$6001-24-2014
William W. BarrowRobert W. Baird & Co.Wells Fargo Advisors$007-03-2013
John T. BarnefieldRobert W. Baird & Co.Wells Fargo Advisors$007-03-2013
Greg T. Evans, Stephen Allain, Jerred R. Crumley Robert W. Baird & Co.Wells Fargo Advisors$007-03-2013
Richard W. Ashcroft, Darrell J. Pesek Robert W. Baird & Co.Wells Fargo Advisors$007-03-2013
Thomas S. DavisRobert W. Baird & Co.Wells Fargo Advisors$004-09-2013
Richard G. Pfeil, Matthew Leatherwood, C. Nelson Shields, Jr.Robert W. Baird & Co.Wells Fargo Advisors$30004-09-2013
J. Gillette Burns, Orlando C. Montesino, Andrew A. AtkinsonRobert W. Baird & Co.Wells Fargo Advisors$47004-09-2013
Ken Belter, Will SchafflerRobert W. Baird & Co.Citigroup$13010-11-2012
Fred GartrellRobert W. Baird & Co.Charles Schwab$42510-08-2012
Jayson BalesRobert W. Baird & Co.MML Investors Services$6506-28-2012
Neil E. Grant, Luke HallidayRobert W. Baird & Co.Morgan Stanley Wealth Management$34312-14-2011
Clay Ryan, Harold Ryan, Wes OliverRobert W. Baird & Co.Wells Fargo Advisors$23003-16-2011
The Crawford, Holzrichter & Morrison GroupRobert W. Baird & Co.Morgan Stanley Wealth Management$19502-22-2011

Showing 1 to 17 of 17 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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