DBA: MORGAN STANLEY
| Total AUM | $1.96T |
| Discretionary | $1.43T73% of AUM |
| Non-Discretionary | $527.37B |
| Client Accounts | 2,703,720 |
| Avg Account Size | $726K |
| Employees | 29,481 |
| Peak AUM | $1.96TMar 2026 |
| AUM CAGR | +13.9% /yrover 17 yrs · 382 filings |
Total AUM
$2.0T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0T | +39.9% | +17.7% | +12.8% | |
| Discretionary AUM | $1.4T | +42.1% | +19.4% | +14.3% | |
| Non-Disc. AUM | $527.4B | +34.3% | +13.7% | +9.1% | |
| Total Accounts | 2.7M | +12.4% | +6.4% | +6.7% | |
| Avg Account Size | $725,625.181 | +24.5% | +10.7% | +5.7% | |
| Employees | 29k | +0.6% | +1.7% | +2.5% | |
| AUM / Employee | $67M | +39.0% | +15.8% | +10.0% | |
Client AUM Segments | |||||
| Wealth AUM | $1.8T | +40.6% | +18.7% | +13.9% | |
| Institutional AUM | $182.2B | +39.9% | +11.6% | +10.2% | |
| Fund / Pooled AUM | $264M | 95.4% | 63.2% | 62.4% | |
| Other AUM | $58M | +98.1% | +25.2% | +22.0% | |
Client Count Segments | |||||
| HNW Clients | 2.6M | +11.8% | +6.1% | +6.5% | |
| Institutional | 55k | +11.4% | +8.9% | +7.6% | |
| Pooled / Fund | 4 | +33.3% | +9.8% | +14.9% | |
| Individuals | 44k | +56.7% | +25.5% | +16.7% | |
| Total AUM | $1.96T |
| Discretionary | $1.43T |
| Employees | 29481 |
| Client Accounts | 2703720 |
| Client Range | More than 500 |
Address
2000 WESTCHESTER AVENUE
PURCHASE NY 10577-2530
Phone
914-225-5510
Filing History
382 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4T
73.1% of AUM
Non-Discretionary
$527.4B
26.9% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Custody