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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
Alexander S. CushnerRobert W. Baird & Co.Credit Suisse Wealth Services$30010-05-2011
Andrew Barnett, Carolyn LeithRobert W. Baird & Co.Multiple (see profile)$22003-17-2011
Clark Robert "Rob" NyeRobert W. Baird & Co.Seattle Northwest Securities$22008-31-2011
Clay Ryan, Harold Ryan, Wes OliverRobert W. Baird & Co.Wells Fargo Advisors$23003-16-2011
Daniel J. Cairns, John C. KayRobert W. Baird & Co.Wells Fargo Advisors$10012-05-2011
Daniel J. PhillipsRobert W. Baird & Co.UBS Financial Services$10508-12-2013
David L. LouthanRobert W. Baird & Co.Wedbush Securities$8010-21-2011
David Marshall, Gavin AmatoRobert W. Baird & Co.Morgan Stanley Wealth Management$40005-04-2011
David Schwarz, Matthew BrunerRobert W. Baird & Co.Morgan Stanley Wealth Management$10006-16-2011
Dominic Capuano, Timothy M. ButlerRobert W. Baird & Co.Charles Schwab$60009-01-2011
Douglas W. MabieRobert W. Baird & Co.William Blair & Co.$80005-03-2012
Douglas W. MabieRobert W. Baird & Co.William Blair & Co.$80004-25-2012
Drew PerrymanRobert W. Baird & Co.Morgan Stanley Wealth Management$12002-16-2011
Francis RocheRobert W. Baird & Co.RBC Wealth Management$003-18-2014
Fred GartrellRobert W. Baird & Co.Charles Schwab$42510-16-2012
Fred Wheeler, Jan Bayle, Alex Wheeler, Barbara Campbell, Jery MarianiRobert W. Baird & Co.Morgan Stanley Wealth Management$25008-15-2011
Frederick Gollier, Michael Henning, Christopher WatersRobert W. Baird & Co.Wells Fargo Advisors$21502-10-2014
Gerald D. Brennan, James R. Seidel, Lynn L. KittelsonRobert W. Baird & Co.UBS Financial Services, Northern Trust $21505-14-2013
Greg T. Evans, Stephen Allain, Jerred R. Crumley Robert W. Baird & Co.Wells Fargo Advisors$007-09-2013
J. Gillette Burns, Orlando C. Montesino, Andrew A. AtkinsonRobert W. Baird & Co.Wells Fargo Advisors$47007-12-2013
Jason SchlesingerRobert W. Baird & Co.Wells Fargo Advisors$20003-24-2011
Jayson BalesRobert W. Baird & Co.MML Investors Services$6506-28-2012
Jeffrey H. Gawelski, John "J.R." Richards, Linda DavisRobert W. Baird & Co.UBS Financial Services$10002-01-2011
Jim Ritchay Jr.Robert W. Baird & Co.Morgan Stanley Wealth Management$10005-13-2011
Jim VermilyeRobert W. Baird & Co.LPL Financial$8510-16-2012
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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.