Biggest billion-dollar adviser moves since 2011

Big adviser moves have picked up steam in the last five years

Jan 22, 2016 @ 12:24 pm

By Ellie Zhu

Over the past five years, big adviser moves have picked up steam. These interactive graphics offer more details on the biggest moves since 2011. Hover your cursor over the names of the firms for details on where advisers moved from, as well as the assets under management that were transferred. Please note the graphics only include recorded advisers moves of more than $1 billion, and the data is filtered by ranking. For information about all recorded adviser moves, please visit InvestmentNews' Advisers on the Move database.

Top AUM losing firms

Top AUM gaining firms

Source: InvestmentNews' Advisers on the Move database; Note: Data only includes recorded adviser moves over $1 billion.

Top AUM-losing firms

#1. Morgan Stanley Wealth Mgmt AUM
UBS Financial Services $14,200
Dynasty Financial Partners $5,031
Bank of America Merrill Lynch $4,700
Raymond James $3,400
Barclays Wealth $2,700
JPMorgan Chase & Co. $2,000
Lebenthal Wealth Advisors 1,200
Jefferies $1,000
Pactolus Private Wealth Management 1,000
RBC Wealth Management $1,000
Wells Fargo Advisors $1,000
TOTAL $37,231
#2. Bank of America Merrill Lynch AUM
Morgan Stanley Wealth Management $8,500
UBS Financial Services $5,800
Dynasty Financial Partners $4,700
Raymond James $2,900
Hightower Advisors $2,700
Stifel Nicolaus & Co. $2,500
Focus Financial Partners 2,000
RBC Wealth Management $1,200
Deutsche Bank 1,000
TOTAL $31,300
#3. Credit Suisse Wealth Services AUM
Bank of America Merrill Lynch $5,700
Morgan Stanley Wealth Management $5,000
Harbor Investment Advisory $1,200
Dynasty Financial Partners $1,000
Hightower Advisors $1,000
TOTAL $13,900
#4. UBS Financial Services AUM
Morgan Stanley Wealth Management $6,800
Bank of America Merrill Lynch $5,300
IFM Capital Advisors $1,000
TOTAL $13,100

Top AUM-gaining firms

#1. Morgan Stanley Wealth Mgmt AUM
Bank of America Merrill Lynch $8,500
UBS Financial Services $6,800
Credit Suisse Wealth Services $5,000
WFG Investments $3,400
JPMorgan Chase & Co. $1,500
Barclays $1,000
Citigroup 1,000
TOTAL $272,000
#2. UBS Financial Services AUM
Morgan Stanley Wealth Management $14,200
JPMorgan Chase & Co. $6,200
Bank of America Merrill Lynch $5,800
TOTAL $262,000
#3. Dynasty Financial Partners AUM
U.S. Trust Bank of America Private Wealth Management $5,900
Morgan Stanley Wealth Management $5,031
Bank of America Merrill Lynch $4,700
Barclays $4,000
Deutsche Bank $3,200
Credit Suisse Wealth Services $1,000
TOTAL $23,831
#4. Hightower Advisors AUM
Bear Stearns $10,000
Bank of America Merrill Lynch $2,700
Graystone Consulting $2,500
Credit Suisse Wealth Services $1,000
Greycourt $1,000
TOTAL $13,100

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