Brian Frank

Top Wealth · rank 57 · Atlanta, Georgia · listed firm: Morgan Stanley Private Wealth Management

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

Identity & firm

• Firm — Morgan Stanley Private Wealth Management (high)
  • “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103"” — sec_finra_regulatory
  • “The Premier Group | Atlanta, GA | Morgan Stanley Private Wealth Management” — firm_official
• Parent company — Morgan Stanley (high)
  • “Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs,” — firm_official
• Firm type — wirehouse (high)
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
• Team name — The Premier Group (high)
  • “Brian Frank and The Premier Group have been recognized by leading industry publications for excellence in wealth management, including honors from Forbes and Barron’s.” — firm_official
• Team size — 15 (medium)
  • “### Brian Frank

Managing Director, Private Wealth Management, Private Wealth Advisor, Portfolio Management Director, Global Sports and Entertainment Director” — firm_official

• CRD — 2686880 (high)
  • “"basicInformation": {"individualId": 2686880, "firstName": "BRIAN", "middleName": "HOWARD", "lastName": "FRANK", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "12/11/2000"}” — sec_finra_regulatory
• Years experience — 30 (medium)
  • “For over 30 years, Brian has been providing comprehensive investment management and wealth planning services to his clients.” — firm_official
  • “"daysInIndustryCalculatedDate": "12/11/2000"” — sec_finra_regulatory
• Designations — other:Portfolio Management Director, other:Global Sports and Entertainment Director (medium)
  • “Brian earned his degree in Industrial Management from the Georgia Institute of Technology (“Georgia Tech”). At Morgan Stanley, he has completed extensive additional training and achieved the designations of Portfolio Man” — firm_official

Book of business

• Team AUM ($M) — 3500 (high)
  • “"Team Assets (Custodied)":"$3.5B"” — forbes_shook
• Account minimum ($M) — 5 (high)
  • “"Minimum account size for new business":"$5M"” — forbes_shook
• Typical client net worth ($M) — 27.5 (high)
  • “"Typical Net Worth of Relationships":"$5-50M"” — forbes_shook
• Client niche — athletes and entertainers; business owners and corporate executives (high)
  • “Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensiv” — firm_official
  • “His experience lies in coordinating all aspects of the financial planning process for the individuals, corporations and foundations that he and his team serve.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Securities Agent: CA, 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, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, CO, AK, AL” — firm_official

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-premier-group (high)
  • “The Premier Group | Atlanta, GA | Morgan Stanley Private Wealth Management” — firm_official
• Value proposition (verbatim) — We strive to provide a holistic wealth management experience for our clients. Our role is to act as our clients’ “personal CFO” by helping them make more informed decisions about their investments as well as help them with growth and protection of their assets and estate. We work for our clients as we would for our own families and aspire to build lasting meaningful relationships based on trust, integrity and superior client service. (high)
  • “We strive to provide a holistic wealth management experience for our clients. Our role is to act as our clients’ “personal CFO” by helping them make more informed decisions about their investments as well as help them wi” — firm_official
• Differentiators — Acts as clients' "personal CFO", "Family office" atmosphere, Six-step process from discovery through ongoing assessment, Coordinates with clients' own tax and legal advisors, Global Sports and Entertainment specialty for athletes and entertainers (high)
  • “By promoting a “family office” atmosphere, we work with our clients to understand their goals and objectives in order to customize an investment and estate strategy that seeks to meet the needs identified. The strategy i” — firm_official
  • “Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.” — firm_official
• Content marketing — none (medium)
  • “Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:” — firm_official
  • “Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.” — firm_official
• Has podcast — no (high)
  • “## Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:” — firm_official

• Books published — 0 (medium)
  • “For over 30 years, Brian has been providing comprehensive investment management and wealth planning services to his clients. His experience lies in coordinating all aspects of the financial planning process for the indiv” — firm_official
• Linkedin url — https://www.linkedin.com/in/brianhfrank (medium)
  • “Brian H. Frank - Managing Director, Private Wealth Advisor ...” — social_or_third_party_db
• Social presence — gap: not_found_after_search
• Press awards — #3 in Georgia (Atlanta Private Wealth) — Forbes Best-In-State Wealth Advisors 2026, #5 in Georgia — 2026 Barron's Top 1,500 Financial Advisors: State-by-State, #3 in Georgia — Forbes Best-In-State Wealth Management Teams 2026 (The Premier Group), Barron's Top 100 Financial Advisors (2016), Morgan Stanley Chairman's Club (2015) (high)
  • “#5 in Georgia - 2026 Barron's Top 1,500 Financial Advisors: State-by-State” — firm_official
  • “In 2015, Brian was named to Morgan Stanley's prestigious Chairman's Club, an elite group composed of the firm's top Financial Advisors” — general_press

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
• Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
  • “” — firm_official
• Visual brand notes — No team identity — stock Morgan Stanley corporate template. Blue/white palette, corporate sans type, shared PWM banner background image, square headshot grid. Team name is plain text over the firm's standard chrome. (high)
  • “” — firm_official
  • “” — firm_official

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