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Morgan Stanley›
Products & Services
AddedJun 8, 2026
UpdatedJun 15, 2026
Wealth Management

Morgan Stanley› offers Wealth Management

Service
Currently Offered

Morgan Stanley Wealth Management provides advisory, planning, and brokerage services for individual and institutional clients.

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Overview

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.

Wealth Management - Classification

Industry
  • Financial Services Companies
Tags
  • Banking

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  • Investment Management logo

    Investment Management

  • Sales and Trading logo

    Sales and Trading

  • Investment Banking logo

    Investment Banking

Wealth Management - Direct Competitors

  • Goldman Sachs

    Goldman Sachs logo

    Goldman Sachs — Wealth Management

    goldman.com

  • Bank of America

    Bank of America logo

    Merrill Wealth Management

    bankofamerica.com

AttributeWealth ManagementGoldman Sachs — Wealth ManagementMerrill Wealth Management
ProviderMorgan Stanleymorganstanley.com$0 raised · PublicGoldman Sachsgoldman.comPublicBank of Americabankofamerica.com$1.2B raised · Public
Founded193518691904
Sells ToInstitutionalInstitutionalEnterprises, Individuals
Pricing ModelFee-Based RevenueFee-Based RevenueFees, Transactional Commission
OwnershipPublicPublicPublic
Wealth Management

Provider Morgan Stanleymorganstanley.com$0 raised · Public

Founded 1935

Sells To Institutional

Pricing Model Fee-Based Revenue

Ownership Public

Goldman Sachs — Wealth Management

Provider Goldman Sachsgoldman.comPublic

Founded 1869

Sells To Institutional

Pricing Model Fee-Based Revenue

Ownership Public

Merrill Wealth Management

Provider Bank of Americabankofamerica.com$1.2B raised · Public

Founded 1904

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

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