
Billion-Dollar Roundup: Biggest Advisor Moves This Year
To see these and the rest of the largest grabs so far this year, please click through our slideshow.
This list is based on publicly announced moves and reporting by On Wall Street.

$550M+ Merrill Advisors Go Indy
Advisors Doug Brandeen and David Brandeen, both brothers, a team comprised of Jeff Link and Dean Shuplinkov, and Jeff's brother Rob joined forces to start Baltimore-based Highline Financial Advisors, Wells Fargo says.
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$650M Barclays Team Joins Wells
Michael Blaustein and Maureen Clancy joined Wells in New York as managing directors for investments, the firm said. Both are working from the Madison Avenue branch as the Blaustein Clancy Financial Group of Wells Fargo.
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Morgan Loses $665M Team to Raymond James
The six-advisor team generated nearly $4 million in annual revenues while at Morgan.
The team, now operating as the Horizon Group, joins Raymond James in Grand Blanc, Mich., where team member Terrence Andrysiak will serve as branch manager.
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Image: Terrence Andrysiak

$700M Team Joins Wells Fargo Advisors
The seven-member team last week joined Wells Fargo in Deerfield, Ill., a suburb of Chicago. They report to branch manager Heather Crist.
The team, known as the Northshore Group, consists of advisors Pat Callaghan, Alan Fishman, Bernard Neuman, Jonathan Neuman, Tom Puccinelli, Stan Slovin and Lisa Su. Also moving with the team are senior registered client associates Irene Kapusciarz and Melissa Vald.
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Image: The Northshore Group

Dynasty Grabs $800M Morgan Stanley Team
The move surpasses Dynasty's largest wirehouse grab in 2014: a $700 million team formed by three Merrill Lynch advisors who had not previously worked together.
The newest additions to Dynasty's platform, wirehouse veterans Scott Highmark and Larry Shikles, founded Mosaic Family Wealth of St. Louis last week.
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Image: Larry Shikles and Scott Highmark
$1.2B Team Jumps to Merrill Lynch
The nine-person team, led by Bruce Munster, generated $5.8 million in annual revenue while at Morgan. They join Merrill's elite Private Banking & Investment Group in Century City, Calif., where they report to Michael Rogers, managing director.
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Image: Bruce Munster

$1.3B Team Lands at Morgan
The team's leader, Greg Fullmer, started his financial services career with Goldman Sachs in 1988, according to FINRA records. He joined UBS in 2004. Also on the team are Daniel Hawkins, Douglas Dyakon, Joel Russak, Alex London, Emma Goodman and J.B. Kalin.
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$2.4B Team Joins Raymond James
The move is a milestone in Raymond James' recruiting efforts, as the firm has sought to build out its employee channel, particularly in the Northeast and Pacific Coast states. This latest move dwarfs the firm's biggest grab last year, a $900 million team from J.P. Morgan. That four-advisor team opened Raymond James' first office in Manhattan.
The newest recruits, led by advisor Don dAdesky, are based in two Florida offices: Boca Raton and Miami.
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Image: the Americas Group

Merrill Grabs $2.9B Team From Morgan
The team, led by advisor John Mirsepahi, joined Merrill's Rockefeller Center office in New York last week. Mirsepahi was reuniting with the firm, after previously working for Merrill from 1999 to 2005 before leaving to join Smith Barney.
According to the latest Barron's top advisor rankings, Mirsepahi and his team managed $2.9 billion in client assets. He said he made the move because of the banking and lending capabilities available at Merrill through Bank of America.
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$3B Team Heads to Deutsche from J.P. Morgan
The three-member team oversaw $3 billion in assets, according to a person with knowledge of the move.
Oti Roberts joined Deutsche as a managing director and senior private banker, while Freddy Menjivar joined as director and senior investment advisor. Scott Shuffield also joined as an associate banker.
Robert and his team will be based in Miami, serving ultrahigh-net-worth clients in the firm's southeast region. The group will report to Chip Packard, co-head of wealth management in the Americas.
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