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.
Goldman Sachs
Goldman Sachs — Wealth Management
goldmansachs.com
Bank of America
Merrill Wealth Management
bankofamerica.com
TS Bank
Wealth Management
tsbank.com
| Attribute | Morgan Stanley — Wealth Management | Goldman Sachs — Wealth Management | Merrill Wealth Management | Wealth Management | |
|---|---|---|---|---|---|
| Provider |  | | | | |
| Founded | 1935 | 1869 | 1904 | 1923 | |
| Sells To | Institutional | Institutional | Enterprises, Individuals | Agricultural, Consumer, Small Business | |
| Pricing Model | Fee-Based Revenue | Fee-Based Revenue | Fees, Transactional Commission | Interest Income, Investment Management Fees, Service Fees | |
| Ownership | Public | Public | Public | Family-owned, Private |
Provider
Founded 1935
Sells To Institutional
Pricing Model Fee-Based Revenue
Ownership Public
Provider
Founded 1869
Sells To Institutional
Pricing Model Fee-Based Revenue
Ownership Public
Provider
Founded 1904
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider
Founded 1923
Sells To Agricultural, Consumer, Small Business
Pricing Model Interest Income, Investment Management Fees, Service Fees
Ownership Family-owned, Private
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