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|
|Ken Belter, Will Schaffler||Robert W. Baird & Co.||Citigroup||$130||10-16-2012|
|Fred Gartrell||Robert W. Baird & Co.||Charles Schwab||$425||10-16-2012|
|Jayson Bales||Robert W. Baird & Co.||MML Investors Services||$65||06-28-2012|
|Neil E. Grant, Luke Halliday||Robert W. Baird & Co.||Morgan Stanley Smith Barney||$343||12-14-2011|
|Clay Ryan, Harold Ryan, Wes Oliver||Robert W. Baird & Co.||Wells Fargo Advisors||$230||03-16-2011|
|The Crawford, Holzrichter & Morrison Group||Robert W. Baird & Co.||Morgan Stanley Smith Barney||$195||02-22-2011|
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.