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
Jeff Cohen, Christian Clinton, Jena Burrows Robert W. Baird & Co.Wells Fargo Advisors$34310-26-2016
The Buskey McGinty GroupRobert W. Baird & Co.Wells Fargo Advisors$26503-01-2012
Scott WoodsRobert W. Baird & Co.Wells Fargo Advisors$39007-18-2011
Russ Guard & Jacob DuffyRobert W. Baird & Co.Morgan Stanley Wealth Management$15003-28-2010

Showing 1 to 4 of 4 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.