Buyer
Morgan Stanley WM
Largest US wirehouse; integrated planning + lending across 15k advisors.
Sector footprint
One company, every side of the market
WealthThis site
Morgan Stanley WM
Largest US wirehouse; integrated planning + lending across 15k advisors.
Capability matrix
| Capability | Morgan Stanley WM |
|---|---|
| managed | ● |
| planning | ● |
| lending | ● |
| alts | ● |
| insurance | ● |
| banking | ● |
Parent organization
Morgan Stanley WM
Founded
Not yet sourced
Scale
$4.8T AUM
Companies alongside it
Peers grouped as wirehouse — the nearest comparables in the same part of the market.