$2.5B AUM
Goldman Sachs to First Republic WM – January 2018
- Matt Babrick and James Wilcox
- Los Angeles, CA
- In the News: First Republic welcomes new managing directors
$1B AUM
LPL Financial to Focus Financial Partners – January 2018
- Cornerstone Wealth Partners
- Huntersville, NC
- In the News: After blockbuster 2017, Focus Financial nabs $800M LPL team
$900mm AUM
Merrill Lynch to UBS – November 2017
- Rod Loewenthal
- Chicago, IL
- In the News: $900M team leaves Merrill Lynch for UBS
$1B AUM
UBS to Merrill Lynch – June 2017
- Joe Gabriele and Paul Vasady-Kovacs
- New York, NY
- In the News: Merrill poaches prominent $1bn team from UBS
$562mm AUM
Merrill Lynch to RBC – October 2017
- Larry Prutch, Cengiz Volkan, Alan Goldstein, Neil Fujita and George Castrillon / PVG Group
- Palos Verdes, CA
- In the News: RBC nabs $610M Merrill Lynch team, opens new office
$230mm AUM
Merrill Lynch to HighTower Advisors – October 2017
- Kevin Keith / The Keith Group
- Lancaster, PA
- In the News: HighTower Launches The Keith Group