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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.
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| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Kevin Phillips | Robert W. Baird & Co. | Wells Fargo Advisors | $105 | 02-26-2013 |
| Scott Woods | Robert W. Baird & Co. | Wells Fargo Advisors | $390 | 04-11-2012 |
| The Buskey McGinty Group | Robert W. Baird & Co. | Wells Fargo Advisors | $265 | 04-11-2012 |
| Daniel J. Cairns, John C. Kay | Robert W. Baird & Co. | Wells Fargo Advisors | $100 | 12-05-2011 |
| Mary Howard, William Perry | Robert W. Baird & Co. | Wells Fargo Advisors | $70 | 06-01-2011 |
| Jason Schlesinger | Robert W. Baird & Co. | Wells Fargo Advisors | $200 | 03-24-2011 |
| Clay Ryan, Harold Ryan, Wes Oliver | Robert W. Baird & Co. | Wells Fargo Advisors | $230 | 03-16-2011 |
Showing 1 to 7 of 7 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.