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What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
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- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 90 years.
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- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
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Congratulations to Our 2026 Forbes Top Wealth Advisors and Best-In-State Wealth Advisors

Sometimes, the right Financial Advisor is all it takes to help achieve your financial goals. Our award-winning Morgan Stanley Wealth Management Advisors are uniquely positioned to help get you there—not just with wisdom, but with passion for what’s possible.

Recognizing Our Forbes Top-Ranked Advisors and Teams

Morgan Stanley Advisors and Teams are consistently ranked by Forbes as among the best in their industry.

Forbes Top Women and Top Women Best-In-State

The 2026 Forbes Top Women's ranking included 23 Morgan Stanley Advisors, including three women new to the list. 538 Morgan Stanley women were named to the Best-In-State list with 11 being ranked #1 in their territory.

View the Top Women Wealth Advisors

View the Top Women Wealth Advisors Best-In-State

Forbes Best-In-State Wealth Management Teams

More than 1,400 Morgan Stanley teams were named to the 2026 Forbes Best-In-State Wealth Management Teams ranking, with 25 teams named #1 in their respective state or territory.

View the Best-In-State Wealth Management Teams List

Forbes Top Wealth Management Teams

61 Morgan Stanley teams were named to the 2025 Forbes Top Wealth Management Teams ranking, including 31 in the Private Wealth category and 30 in the High Net Worth Category.

View the Top Wealth Management Teams – Private Wealth List

View the Top Wealth Management Teams – High Net Worth List

Forbes Top Next Gen Wealth Advisors and Top Next Gen Best-In-State

The 2025 Forbes Top Next Gen ranking included 21 Morgan Stanley Advisors. The Best-In-State ranking included 319 Morgan Stanley Advisors including 9 who were ranked #1 in their respective territories.

View Top Next-Gen Wealth Advisors List

View Top Next-Gen Best-In-State List

What to Expect From a Morgan Stanley Financial Advisor

Experience, access to industry-leading resources, and a higher standard of excellence can help you achieve what’s important to you, and help you meet key life goals.

Start with a Personalized Plan

Your Financial Advisor will listen to you—and then tailor a personalized plan for goals such as retirement, college, tax efficiency, generational wealth, and philanthropy.

Get a Customized Investment Strategy

We then support your plan with a customized investment strategy leveraging market intelligence from the Firm’s highly regarded team of analysts, strategists, and economists, as well as world-class solutions.

Stay Informed with Frequent Updates

We’ll keep you informed with frequent portfolio updates and market commentary, and you’ll be able to securely view your account 24/7 online and through our mobile app.

Enjoy Ongoing Contact and Access

Meet regularly with your Financial Advisor to talk about your portfolio, discuss evolving priorities, and address complex needs such as estate planning and liquidity events.

Advice, Insights and a Personalized Plan

Whatever your lifestyle or family needs as a client, your Morgan Stanley Financial Advisor can help provide the sensible advice and resources to help you make informed decisions through all market cycles.

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Find Your Match

Get matched with a Forbes Top Financial Advisors or Wealth Management Team and other Morgan Stanley Advisors that are uniquely equipped to help you with your needs.

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Check the background of our firm and investment professionals on FINRA's BrokerCheck.

Disclosures

2026 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors

Source: Forbes.com (Awarded April 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 6/30/24-6/30/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, client retention, credentials, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC, or Forbes. For more information, see www.SHOOKresearch.com.

2026 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State

Source: Forbes.com (Awarded February 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 6/30/24 – 6/30/25). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, client retention, review of best practices and compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

2026 Forbes Best-In-State Wealth Management Teams

Source: Forbes.com (Awarded January 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24–3/31/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

2025 Forbes Top Wealth Management Teams

Source: Forbes.com (Awarded November 2025). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24–3/31/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

2025 Forbes Top Next-Gen Wealth Advisors and Next-Gen Wealth Advisors Best-In-State

Source: Forbes.com (Awarded August 2025).This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24-3/31/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

CRC 5354371 (04/2026)