Andy Harbour

Top Wealth · rank 238 · Atlanta, Georgia · listed firm: Graystone Consulting from Morgan Stanley

Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg

Identity & firm

• Firm — Graystone Consulting from Morgan Stanley (high)
  • “Andrew Harbour is a Managing Director, Institutional Consulting Director, Corporate Retirement Director, Stock Plan Director, and a Senior Portfolio Management Director with Graystone Consulting, a business of Morgan Sta” — firm_official
  • “MORGAN STANLEY” — sec_finra_regulatory
• Parent company — Morgan Stanley (high)
  • “Andrew Harbour is a Managing Director, Institutional Consulting Director, Corporate Retirement Director, Stock Plan Director, and a Senior Portfolio Management Director with Graystone Consulting, a business of Morgan Sta” — firm_official
• Firm type — wirehouse (high)
  • “MORGAN STANLEY” — sec_finra_regulatory
  • “Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.” — firm_official
• Team name — The Peachtree Group (high)
  • “The Peachtree Group at Morgan Stanley” — firm_official
  • “He is also the co-founder of Graystone Atlanta and The Peachtree Group at Morgan Stanley.” — firm_official
• Team size — 20 (medium)
  • “Headquartered in Atlanta, Georgia, The Peachtree Group has distinguished itself for over 20 years by providing a rare breadth of talent and a robust range of skills among our 20 plus member team.” — firm_official
• CRD — 2612169 (high)
  • “CHRISTOPHER ANDREW HARBOUR - Broker at MORGAN STANLEY” — sec_finra_regulatory
• Years experience — 31 (high)
  • “Since joining the firm in 1995, Andy helps corporations manage their benefit programs and institutional clients with investment consulting services.” — firm_official
  • “THE ROBINSON-HUMPHREY COMPANY, LLC” — sec_finra_regulatory
• Designations — CFP, CIMA, other:CRPS (high)
  • “A big believer in continually learning, he has also earned the designations of Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Retirement Plans SpecialistSM.” — firm_official
  • “C. Andrew Harbour, CFP®, CIMA®, CRPS®” — firm_official

Book of business

• Team AUM ($M) — 11700 (high)
  • “Team Assets (Custodied): $11.7B” — forbes_shook
  • “As of July 2026, we have been entrusted with over $15 billion in client balances.” — firm_official
• Account minimum ($M) — 1 (high)
  • “Minimum Account Size for New Business: $1M” — forbes_shook
• Typical client net worth ($M) — 27.5 (high)
  • “Typical Net Worth of Relationships: $5-50M” — forbes_shook
• Client niche — corporate executives with equity compensation, their multigenerational families, and institutional retirement plan sponsors (high)
  • “As one of the largest wealth management teams in the Southeast, we work with corporate executives and their families to help grow and preserve what they’ve spent a lifetime working towards.” — firm_official
  • “Whether you’re an executive with complicated equity compensation and tax liabilities, a family seeking to carefully transfer wealth, or a corporation looking to manage your retirement plan, we strive to provide straightf” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Securities Agent: SD, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV” — firm_official
  • “MORGAN STANLEY” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-peachtree-group (high)
  • “The Peachtree Group at Morgan Stanley” — firm_official
• Value proposition (verbatim) — As one of the largest wealth management teams in the Southeast, we work with corporate executives and their families to help grow and preserve what they’ve spent a lifetime working towards. (high)
  • “As one of the largest wealth management teams in the Southeast, we work with corporate executives and their families to help grow and preserve what they’ve spent a lifetime working towards.” — firm_official
  • “Our clients expect excellence. After all, they’ve worked hard to achieve it themselves.” — firm_official
• Differentiators — Scale-plus-boutique: one of the largest Southeast teams, but a personalized experience, Rare breadth of talent across a 20-plus member team, Executive equity-compensation depth (10b5-1 plans, cashless option exercises, ESOPs), Institutional consulting experience that strengthens individual-client work, Coordinates with clients' attorneys and CPAs for a 360-degree strategy (high)
  • “While our size and scale allow us to provide you with industry-leading resources, it is our compassion and coordinated guidance that allow us to provide a highly personalized, boutique experience focused on helping you a” — firm_official
  • “We believe in looking for blind spots” — firm_official
• Content marketing — none (medium)
  • “Wealth Management Global Investment Office” — firm_official
  • “Read "On the Markets"Link Opens in New Tab” — firm_official
• Has podcast — no (medium)
  • “Outside of the office, Andy has been an adjunct instructor in the University of Georgia's Terry College for over fifteen years and a member of the Retirement Advisor Council, which advocates for successful qualified plan” — firm_official
• Books published — 0 (medium)
  • “An Atlanta native, Andrew graduated from Taylor University with a Bachelor of Science in Business and from the College for Financial Planning with a Master of Science in Personal Financial Planning.” — firm_official
• Linkedin url — https://www.linkedin.com/in/andyharbour (high)
  • “Visit C. Andrew Harbour on LinkedIn” — firm_official
• Social presence — linkedin_active (low)
  • “Visit C. Andrew Harbour on LinkedIn” — firm_official
• Press awards — Barron's Top 100 Financial Advisors (2022–2025), Barron's Top 1,200/1,500 Financial Advisors: State-by-State (2018–2026), PLANADVISER Top 100 Retirement Plan Advisers (2013–2026), Morgan Stanley Chairman's Club (2016–2025), Registered Representative Magazine Top 100 Wirehouse Advisor (2009, 2015) (high)
  • “Andy has been named to Barron’s prestigious list “Top 100 Financial Advisors” in the United States in 2022, 2023, 2024 and 2025. He has been ranked on Forbes list “America’s Top 250 Wealth Advisors” in 2025. Andy has bee” — firm_official
  • “2019-2026 Barron’s Top 1500 Wealth Advisors: State by State” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
  • “# The Peachtree Group at Morgan Stanley” — firm_official
• Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
  • “” — firm_official
• Visual brand notes — Morgan Stanley corporate template: navy/white with sans-serif type, no team mark. Wide Atlanta cityscape hero, formal studio headshots on grey, award badges. Team identity is wordmark text only. (high)
  • “” — firm_official
  • “Industry Award Winner” — firm_official

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