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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
Kim GiannoneRobert W. Baird & Co.Wells Fargo Advisors$10511-16-2015
Michael J. McHughRobert W. Baird & Co.Charles Schwab$35004-13-2015
Christopher J. CoburnRobert W. Baird & Co.RBC Wealth Management$15009-04-2014
Michael J. GegenRobert W. Baird & Co.RBC Wealth Management$10006-20-2014
Kevin J. CrossRobert W. Baird & Co.Charles Schwab$40012-17-2013
The RHY GroupRobert W. Baird & Co.Morgan Stanley Wealth Management$35004-11-2012
William Norris, Shawn SmithRobert W. Baird & Co.Charles Schwab$64004-11-2012
Philip HolbertRobert W. Baird & Co.Morgan Stanley Wealth Management$10010-28-2011
Dominic Capuano, Timothy M. ButlerRobert W. Baird & Co.Charles Schwab$60009-01-2011

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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.