We are proud of all of our Teams named to the
2026 Forbes Best-In-State Wealth Management Teams ranking.
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.
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.
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.
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.
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.
Check the background of our firm and investment professionals on FINRA's BrokerCheck.
Disclosures
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.
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