Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Recruiting Scoreboard (Q4 2020)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert BuschurRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$13306-29-2020
Robert James BuschurRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$1,00006-29-2020
Mark Alexander ColeRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC06-29-2020
David SwansonRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$4106-25-2020
David D SwansonRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$2506-25-2020
Steve Hour HengRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC06-22-2020
Ryan James AllenRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC06-22-2020
Denise Sharon AlexanderRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC06-22-2020
Thomas Clark PhillipsRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$5003-03-2020
Jeffrey Paul ForcheRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$5002-14-2020
Troy M YaldooRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$5002-14-2020
David Michael PorathRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$6503-25-2019
Sam E HowardRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$10003-25-2019
Brian James WhiteRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$1,00003-25-2019
Justin NicholsRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$25003-08-2019
Justin Wade NicholsRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$10003-08-2019
Angela Blair WingfieldRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC03-08-2019
Robert Schrieber Terry Foster John Wedell Scott KomaromyRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$38103-01-2019
Robert Lee SchrieberRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$1,00003-01-2019
Terence Allan FosterRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$15003-01-2019
John C WedellRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC03-01-2019
Scott Joseph KomaromyRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$5003-01-2019
David Lee ComerRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$1,00002-08-2019
Melissa Elizabeth KinnardRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$1,00001-25-2019
Joan CrawfordRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$15001-25-2019
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Showing 1 to 25 of 177 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.