Over the past five years, big advisers moves picked up steam toward the end of 2015. Please see our interactive graphics below for more details of the moves. Hover your cursor over the name of the firms to view the direction of the moves as well as AUM transfer. Please note the graphic only includes recorded advisers move of more than $1 billion. For information about all the recorded 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 include recorded advisers move more than 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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