$1961.9B Total AUM
$1434.5B Disc. AUM
12.2% 3Y CAGR
29,481 Employees
3,120,704 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- HorizonQuantum ridge +more
- Established Date
- 11-22-2006
- Office Locations
- 630
Office Locations
1 Edison Drive Alpharetta GA
1 Harbour Place Suite 125 Portsmouth NH
1 Liberty Place-1650 Market Philadelphia PA
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.
Team overview
48 AVG AGE
$150.9M AVG AUM / ADVISOR
$628.7K AVG AUM / CLIENT
8.3 yrs AVG TENURE
29,481 Employees
13,000 Advisory Reps
23,077 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
Ridge alpha Ridge
Asset Classes
Frontier signal Ember Oak pathway Atlas Crest Ember wave Signal Zenith catalyst Capital Legacy atlas Delta Unison capital Beacon Meridian Atlas
Client Personas
Delta Vital element
CRM
Pathway foundation
Custodian
Bridge Insight radial Capital Ember Quantum Prime focus Glacier vector Pioneer Crest Harbor signal Atlas Pathway
Fund Managers
Crest radial
Investment Themes
Timber Glacier catalyst Ridge delta Pathway Zenith Value Capital timber Ridge Legacy vertex Fusion prime Delta
Investment Vehicles
Catalyst Bridge alpha Alpha
Platform
Summit summit Matrix Prime alpha
Services
Oak Timber pathway Horizon Oak harbor Ember Matrix Harbor Pioneer North Ridge wave Matrix Catalyst vector
Technology
Glacier north Value Value catalyst Wave glacier Pioneer Frontier zenith Vector ember North capital
Owner & Executives
J
JOHN WILLIAM CROWE
Chief Financial Officer
- CRD
- #5475007
- Ownership
- Less than 5%
(310) 671-3986
timber.foundation@legacycapital.com
in linkedin.com/in/signal-fusion
J
JED FINN
Chairman, Chief Executive Officer, DIRECTOR, President
- CRD
- #5658048
- Ownership
- Less than 5%
(848) 293-9459
capital.atlas@capitalcapital.com
in linkedin.com/in/element-crest
A
Alpha delta
Wave crest ridge
- CRD
- #66094
- Ownership
- 16.8%
(756) 724-3644
atlas.vital@vitalcapital.com
in linkedin.com/in/legacy-delta
Showing 2 of 9 owners & executives
Unlock allContacts
AMY W AADALEN
Senior Vice President
- CRD
- #1862011
(824) 492-7009
capital.harbor@catalystcapital.com
in linkedin.com/in/optima-matrix
SONJA LEE AARNINK
--
- CRD
- #2901686
(460) 853-1455
north.peak@meridiancapital.com
in linkedin.com/in/catalyst-quantum
I
Insight eagle
Summit frontier meridian
- CRD
- #75508
(941) 457-3046
atlas.pathway@eaglecapital.com
in linkedin.com/in/atlas-bridge
Showing 2 of 26751 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $1,961,623,575,332
Equity - Exchange:
22.7% Public Funds:
18.0% Cash:
7.0% Corporate - Investment Grade:
6.4% Private Funds:
6.5% Municipal Bonds:
9.3% U.S. Government/Agency:
19.9% Other:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $127,371,918 | 22.7% |
| Public Funds | $100,999,759 | 18.0% |
| Cash | $39,277,684 | 7.0% |
| Corporate - Investment Grade | $35,911,025 | 6.4% |
| Private Funds | $36,472,135 | 6.5% |
| Municipal Bonds | $52,183,209 | 9.3% |
| U.S. Government/Agency | $111,660,844 | 19.9% |
| Other | $57,233,197 | 10.2% |
| Total | $561,109,771 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT OAK | FRONTIER VALUE | D207ZUH6J | BGF | 8.49% | $100,811,657 |
| UNISON VALUE PIONEER | OAK MERIDIAN | K3V09WIWK | WRCA | 2.84% | $111,266,019 |
| DELTA VECTOR | GLACIER FRONTIER | OKPCQ0YAH | PPKNL | 0.97% | $89,169,354 |
| CAPITAL PATHWAY FRONTIER | CREST OPTIMA | P6IG3TOIA | LGA | 5.34% | $43,193,555 |
| FUSION INSIGHT BEACON | LEGACY VERTEX | EECAVOTMJ | FKD | 7.51% | $16,821,898 |
| HARBOR HORIZON | VERTEX VERTEX | AB69087FN | AUGD | 2.30% | $86,052,822 |
| DELTA ATLAS | SUMMIT UNISON | 13DNGP00G | OXM | 8.46% | $115,996,214 |
| TIMBER SIGNAL | PEAK FOCUS | JNZJ23X38 | IMYXK | 1.61% | $102,910,321 |