MORGAN STANLEY INVESTMENT MANAGEMENT INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $702.25B |
| Discretionary | $698.50B99% of AUM |
| Non-Discretionary | $3.75B |
| Client Accounts | 22,803 |
| Avg Account Size | $30.8M |
| Employees | 670 |
| Peak AUM | $702.25BMar 2026 |
| AUM CAGR | +10.9% /yrover 25 yrs · 117 filings |
AUM by Client Type
Total AUM
$702.2B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $702.2B | +13.4% | +13.5% | +4.6% | |
| Discretionary AUM | $698.5B | +13.4% | +13.8% | +4.7% | |
| Non-Disc. AUM | $3.8B | +15.5% | 12.8% | 10.2% | |
| Total Accounts | 23k | +4.0% | 5.6% | +2.2% | |
| Avg Account Size | $31M | +9.0% | +20.2% | +2.4% | |
| Employees | 670 | +28.1% | +7.2% | +8.7% | |
| AUM / Employee | $1.0B | 11.5% | +5.9% | 3.8% | |
Client AUM Segments | |||||
| Institutional AUM | $92.7B | +60.7% | +19.2% | +9.2% | |
| Fund / Pooled AUM | $557.9B | +8.6% | +13.6% | +5.1% | |
| Other AUM | $51.4B | +8.0% | +4.4% | 4.6% | |
Client Count Segments | |||||
| Institutional | 148 | 0.0% | 0.0% | 1.3% | |
| Pooled / Fund | 76 | 23.2% | 12.2% | 9.0% | |
Key Metrics
| Total AUM | $702.25B |
| Discretionary | $698.50B |
| Employees | 670 |
| Client Accounts | 22803 |
Contact & Location
Address
1585 BROADWAY
NEW YORK NY 10036
Phone
212-761-4000
Filing History
117 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$698.5B
99.5% of AUM
Non-Discretionary
$3.8B
0.5% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Nov 2011
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer CustodySurprise ExamAudited Financials
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