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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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian NetheryRobert W. Baird & Co.Stifel Nicolaus & Co.$14011-06-2015
Kim GiannoneRobert W. Baird & Co.Wells Fargo Advisors$10511-06-2015
Robert L. GormanRobert W. Baird & Co.Morgan Stanley Wealth Management$21005-21-2015
Michael J. McHughRobert W. Baird & Co.Charles Schwab$35004-02-2015
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
James W. McGuireRobert W. Baird & Co.Wells Fargo Advisors$009-02-2014
Christopher J. CoburnRobert W. Baird & Co.RBC Wealth Management$15008-29-2014
Monty G. ReedyRobert W. Baird & Co.RBC Wealth Management$13006-18-2014
Michael J. GegenRobert W. Baird & Co.RBC Wealth Management$10005-23-2014
Joseph H. McAuley, Jr.Robert W. Baird & Co.Wells Fargo Advisors$004-04-2014
Francis RocheRobert W. Baird & Co.RBC Wealth Management$003-17-2014
Frederick Gollier, Michael Henning, Christopher WatersRobert W. Baird & Co.Wells Fargo Advisors$21502-07-2014
Lawrence I. MagidRobert W. Baird & Co.Wells Fargo Advisors$6001-24-2014
Kevin J. CrossRobert W. Baird & Co.Charles Schwab$40011-25-2013
Richard W. Andersen, Eric R. AndersenRobert W. Baird & Co.UBS Financial Services$16508-09-2013
John N. HuynhRobert W. Baird & Co.Morgan Stanley Wealth Management$6007-19-2013
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
Daniel J. PhillipsRobert W. Baird & Co.UBS Financial Services$10506-18-2013
Paul J. DonnellyRobert W. Baird & Co.William Blair & Co.$20005-23-2013
Malcolm H. Liles, William N. Liles, Sherri A. MinunnoRobert W. Baird & Co.Morgan Stanley Wealth Management$58505-10-2013
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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.