Sponsored By

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
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
Ken Belter, Will SchafflerRobert W. Baird & Co.Citigroup$13010-16-2012
Fred GartrellRobert W. Baird & Co.Charles Schwab$42510-16-2012
Jayson BalesRobert W. Baird & Co.MML Investors Services$6506-28-2012
Neil E. Grant, Luke HallidayRobert W. Baird & Co.Morgan Stanley Wealth Management$34312-14-2011
Clay Ryan, Harold Ryan, Wes OliverRobert W. Baird & Co.Wells Fargo Advisors$23003-16-2011
The Crawford, Holzrichter & Morrison GroupRobert W. Baird & Co.Morgan Stanley Wealth Management$19502-22-2011

Showing 1 to 14 of 14 entries

Page 1

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.