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- Custodian
- Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-22-2006
- Office Locations
- 628
Office Locations
About Morgan Stanley
Morgan Stanley serves individuals and families as well as institutions and governments, offering wealth management, workplace financial solutions, and investment management strategies across public and private markets. The firm also provides capital-raising and advisory via investment banking and supports investors with sales & trading and in-depth research and market insights, including a dedicated sustainable investing platform.
Reported data analysis
What the numbers show
Between December 10, 2025 and August 7, 2026, reported AUM increased 18.9%, from $1.7T to $2.0T.
Across 5 reported observations, AUM increased 49.5% between December 22, 2022 and August 7, 2026, from $1.3T to $2.0T.
Of the latest reported AUM, 73.1% is discretionary and 26.9% is non-discretionary.
The firm reports 13,000 advisory representatives and 3,120,704 clients, or 240.1 clients per representative. That equates to $628.7K in reported AUM per client.
The profile lists 628 reported office locations and 19 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Geographic Focus
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Morgan Stanley record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN WILLIAM CROWE
Chief Financial Officer
- CRD
- #5475007
- Ownership
- Less than 5%
JED FINN
Chairman, Chief Executive Officer, DIRECTOR, President
- CRD
- #5658048
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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AMY W AADALEN
Senior Vice President
- CRD
- #1862011
SONJA LEE AARNINK
Vice President, Group Director
- CRD
- #2901686
Showing 2 of 26751 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,434,514,399,680 | $664,300 |
| Non-Discretionary | $527,372,913,549 | $968,933 |
| Total | $1,961,887,313,229 | $725,625 |
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Separately Managed Accounts
SMA allocation detail is available
Morgan Stanley has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Morgan Stanley's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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