Morgan Stanley Investment Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $702.2B in regulatory assets under management, 670 employees, 15 offices, and 22,803 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIrrevocable Trusts/Estates represent 99.0% of total clients.
Top client categories% of clientsClients
1
Irrevocable Trusts/Estates
99.0%
22,567
2
Corporations
0.3%
64
3
Pooled Investment Vehicles
0.2%
44
4
Pension Plans
0.2%
41
5
Investment Cos.
0.1%
32
Additional categories (<0.1%)
Other Advisers11 clients
Charitable10 clients
Government5 clients
Banks<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$702.2Bas of March 31, 2026
Discretionary99.5%
$698.5B
99% of total RAUM99.5%
Non-discretionary0.5%
$3.8B
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$702.2B
Total Accounts22,803
10Y AUM Change+$425.1B (+153.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees670
Clients per Employee34:1
10Y Employee Change-223 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.