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 |
