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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
Joseph H. McAuley, Jr.Robert W. Baird & Co.Wells Fargo Advisors$004-14-2014
Frederick Gollier, Michael Henning, Christopher WatersRobert W. Baird & Co.Wells Fargo Advisors$21502-10-2014
Lawrence I. MagidRobert W. Baird & Co.Wells Fargo Advisors$6002-10-2014
Thomas S. DavisRobert W. Baird & Co.Wells Fargo Advisors$007-12-2013
Richard G. Pfeil, Matthew Leatherwood, C. Nelson Shields, Jr.Robert W. Baird & Co.Wells Fargo Advisors$30007-12-2013
J. Gillette Burns, Orlando C. Montesino, Andrew A. AtkinsonRobert W. Baird & Co.Wells Fargo Advisors$47007-12-2013
William W. BarrowRobert W. Baird & Co.Wells Fargo Advisors$007-09-2013
John T. BarnefieldRobert W. Baird & Co.Wells Fargo Advisors$007-09-2013
Greg T. Evans, Stephen Allain, Jerred R. Crumley Robert W. Baird & Co.Wells Fargo Advisors$007-09-2013
Richard W. Ashcroft, Darrell J. Pesek Robert W. Baird & Co.Wells Fargo Advisors$007-09-2013
Kevin PhillipsRobert W. Baird & Co.Wells Fargo Advisors$10502-26-2013
Scott WoodsRobert W. Baird & Co.Wells Fargo Advisors$39004-11-2012
The Buskey McGinty GroupRobert W. Baird & Co.Wells Fargo Advisors$26504-11-2012
Daniel J. Cairns, John C. KayRobert W. Baird & Co.Wells Fargo Advisors$10012-05-2011
Mary Howard, William PerryRobert W. Baird & Co.Wells Fargo Advisors$7006-01-2011
Jason SchlesingerRobert W. Baird & Co.Wells Fargo Advisors$20003-24-2011
Clay Ryan, Harold Ryan, Wes OliverRobert W. Baird & Co.Wells Fargo Advisors$23003-16-2011

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.