Morgan Stanley is an SEC registered investment adviser organized as a limited liability company with a primary office location in Purchase, NY. Its latest Form ADV filing, dated April 21, 2026, reports $2.0T in regulatory assets under management, 29,481 employees, 627 offices, and 2,703,720 accounts.
Assets Under Management
$2.0T
Employees
29,481
Offices
627 offices
Total Clients
2,703,720
Primary office
PURCHASE, NY
2000 WESTCHESTER AVENUE, PURCHASE, NY, United States
Top client segmentIndividuals represent 96.2% of total clients.
Top client categories% of clientsClients
1
Individuals
96.2%
2,600,707
2
HNWI
1.6%
43,631
3
Charitable
1.5%
39,751
4
Pension Plans
0.4%
10,466
5
Banks
0.2%
4,257
Additional categories (<0.1%)
INVESTMENT CLUBS112 clients
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Tas of April 21, 2026
Discretionary73.1%
$1.4T
73% of total RAUM73.1%
Non-discretionary26.9%
$527.4B
27% of total RAUM26.9%
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.
Total AUM$2.0T
Total Accounts2,703,720
10Y AUM Change+$1.4T (+227.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29,481
Clients per Employee92:1
10Y Employee Change+3,481 (+13.4%)
* 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.