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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Thomas HamiltonRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$5011-07-2014
Andrew C RoedRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$10011-07-2014
Bradley John BackesRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$5011-07-2014
Bradley Merrill PietilaRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$15011-07-2014
Brian John OrricoRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$10011-07-2014
Cameron Brooks RagenRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$10011-07-2014
Charles Kenneth HansonRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$2511-07-2014
Christian Eric JensenRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$1011-07-2014
Dale Walter SlaterRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Daniel Joseph SullivanRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$10011-07-2014
David John RybergRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
David Scott HimebaughRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC$5001-30-2015
Diane Hauge DaggattRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$15011-07-2014
Edmund Arthur Donnan IIIRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$2511-07-2014
Elizabeth Ladd UrnerRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$5011-07-2014
Heather Hewson RockRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$5011-07-2014
Janice Kay CrostaRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$2511-07-2014
Jeff John LundRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$10011-07-2014
Jefferson Ervin BrunerRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Jeffrey Lewis StewartRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$2511-07-2014
Jennifer Erin DroppelmanRobert W. Baird & Co. IncorporatedD.A. Davidson & Co.$1002-20-2015
John David AllenRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
John Douglas WarrenRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$1011-07-2014
Joseph T LindquistRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$2511-07-2014
Joshua Dean GrayRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
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Showing 1 to 25 of 48 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.

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