Morgan Stanley — Wealth Management
Morgan Stanley Wealth Management provides advisory, planning, and brokerage services for individual and institutional clients.
Morgan Stanley Wealth Management serves individual investors, families, and institutions through financial advisors, digital platforms, and self-directed brokerage. The business combines planning, lending, retirement solutions, and managed portfolios with access to Morgan Stanley research and specialists across wealth, tax, and estate topics.
Through Morgan Stanley Wealth Management and E*TRADE, the firm supports advisor-led relationships and direct investing channels for clients ranging from high-net-worth households to self-directed retail investors. Advisors use integrated tools for portfolio construction, cash management, and long-term planning as part of the firm's global wealth platform.
Morgan Stanley Wealth Management provides advisory, planning, and brokerage services for individual and institutional clients.
Merrill Wealth Management
merrill.com
J.P. Morgan Wealth Management
jpmorgan.com
Wells Fargo Wealth & Investment Management
wellsfargo.com
Citi Wealth
citi.com
| Attribute | Morgan Stanley — Wealth Management | Merrill Wealth Management | J.P. Morgan Wealth Management | Wells Fargo Wealth & Investment Management | Citi Wealth | |
|---|---|---|---|---|---|---|
| Provider |  Morgan Stanleymorganstanley.com$0 raised · Public |  Bank of Americabankofamerica.com$1.2B raised · Public |  JPMorgan Chasejpmorgan.com$3M raised · Public |  Wells Fargowellsfargo.com$0 raised · Public |  Citiciti.com$0 raised · Public | |
| Founded | 1935 | 1904 | 1799 | 1852 | 1812 | |
| Sells To | Institutional | Enterprises, Individuals | Enterprises, Individuals | Enterprises, Individuals | Enterprises, Individuals | |
| Pricing Model | Fee-Based Revenue | Fees, Transactional Commission | Fees, Transactional Commission | Fees, Transactional Commission | Fees, Transactional Commission | |
| Ownership | Public | Public | Public | Public | Public |
Provider Morgan Stanleymorganstanley.com$0 raised · Public
Founded 1935
Sells To Institutional
Pricing Model Fee-Based Revenue
Ownership Public
Provider Bank of Americabankofamerica.com$1.2B raised · Public
Founded 1904
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider JPMorgan Chasejpmorgan.com$3M raised · Public
Founded 1799
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider Wells Fargowellsfargo.com$0 raised · Public
Founded 1852
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider Citiciti.com$0 raised · Public
Founded 1812
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public