Top Wealth + Best-in-State + Barron's 100 · rank 2 · 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)
- “The Hansberger Group is a comprehensive wealth management practice with a proprietary investment platform embedded within.” — firm_official
- “EMP: MORGAN STANLEY 149777 — 3280 PEACHTREE ROAD NORTHEAST, SUITE 2000, PWM, ATLANTA, GA 30305” — sec_finra_regulatory
- 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)
- “EMP: MORGAN STANLEY 149777 — 3280 PEACHTREE ROAD NORTHEAST, SUITE 2000, PWM, ATLANTA, GA 30305” — sec_finra_regulatory
- Team name — The Hansberger Group (high)
- “Jim is the founder of The Hansberger Group at Morgan Stanley, a comprehensive wealth management platform with a proprietary investment management unit embedded within.” — firm_official
- Team size — 12 (high)
- “Our 12-member team of advisory, investment, and service professionals offers tailored services to deliver an exceptional experience by utilizing a personal relationship management team working directly with the client, t” — firm_official
- CRD — 600817 (high)
- “CRD: 600817 / Name: JAMES CLYDE HANSBERGER / Other names: ['JIM HANSBERGER'] / EMP: MORGAN STANLEY 149777 ... 'city': 'ATLANTA', 'state': 'GA'” — sec_finra_regulatory
- Years experience — 50 (high)
- “Jim has been in the wealth management industry for 50 years, and with Morgan Stanley for over 50 years.” — firm_official
- “regBeginDate candidates: [('CITIGROUP GLOBAL MARKETS INC.', '10/30/2000'), ('THE ROBINSON-HUMPHREY COMPANY, LLC', '4/14/1993'), ('LEHMAN BROTHERS INC.', '9/17/1979'), ('LOEB PARTNERS', '1/18/1978'), ('LOEB RHOADES & CO. ” — sec_finra_regulatory
- Designations — — (medium)
- “James C Hansberger — Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Global Sports and Entertainment Director” — firm_official
Book of business
- Team AUM ($M) — 3200 (high)
- “Team Assets (Custodied): $3.2B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 100 (high)
- “Typical Net Worth of Relationships: $50-150M” — forbes_shook
- Client niche — ultra-high-net-worth corporate executives, entrepreneurs and family offices; plus pro athletes/entertainers via Global Sports and Entertainment (high)
- “With over 180 years of combined experience, The Hansberger Group serves corporate executives, entrepreneurs, family offices, professionals, private business owners of successful large and small companies, private foundat” — firm_official
- “James C Hansberger — Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Global Sports and Entertainment Director” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “exams: {'stateExamCount': 2, 'principalExamCount': 0, 'productExamCount': 4}” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-hansberger-group (high)
- “Title: The Hansberger Group | Atlanta, GA | Morgan Stanley Private Wealth Management / URL Source: https://advisor.morganstanley.com/the-hansberger-group” — firm_official
- Value proposition (verbatim) — The Hansberger Group is a comprehensive wealth management practice with a proprietary investment platform embedded within. We combine the resources of the largest financial services firm in the world with our experience as a leading wealth management practice to offer not only an established record in investment management, but also to serve as a multi-family office, offering advisory solutions in financial and estate planning strategies, charitable giving, retirement, and family governance and dynamics. (high)
- “The Hansberger Group is a comprehensive wealth management practice with a proprietary investment platform embedded within.We combine the resources of the largest financial services firm in the world with our experience a” — firm_official
- Differentiators — "Original Thinking" mantra — a disruptive growth strategy that decommoditizes a commodity business, used for over 50 years, Proprietary investment platform embedded within the wealth management practice; competes on investment discipline and original ideas, Rejects indexing/crowd-following; educates clients to own businesses, resulting in low turnover and long holding periods, Concentrated portfolio of 25-30 companies across economic sectors, Over 180 years of combined team experience; ultra-high-net-worth marketplace for over four decades; multi-family office services (high)
- “It all comes down to Original Thinking, our mantra for over 50 years, a disruptive growth strategy that decommoditizes a commodity business. The Hansberger Group is a comprehensive wealth management practice with a propr” — firm_official
- “It is our strong conviction that much of professional investment management today has been commoditized. We believe most money managers are indexers and follow the crowd; most have no relationship with the actual investo” — firm_official
- Content marketing — active (medium)
- “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
- “It all comes down to Original Thinking, our mantra for over 50 years, a disruptive growth strategy that decommoditizes a commodity business.” — firm_official
- Has podcast — no (medium)
- Books published — 2 (high)
- “He is the author of Nice Guys Finish Rich and A Guide to Excellence in Investing: The 100 Most Important Principles.” — firm_official
- Linkedin url — https://www.linkedin.com/in/james-c-hansberger-05559223 (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's Advisor Hall of Fame — inducted 2025, Barron's Top 100 Financial Advisors, 2004–2009 and 2014–2024, Barron's Top 1,200 Financial Advisors: State-by-State, 2004–2024 (#1 in Georgia, 2022), Financial Times Top 400 Financial Advisers, 2013–2019, Registered Representative's Top 100 Wirehouse Advisors in America, 2009 (high)
- “Jim was inducted in 2025 into the Barron’s Advisor Hall of Fame, which acknowledges advisors who have appeared in Barron's annual Top 100 Advisor ranking for 10+ years.” — firm_official
- “Barron's | Top 100 Financial Advisors | 2004 – 2009, 2014 – 2024” — firm_official
Visual brand
- Has distinct logo — no (high)
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- Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
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- Visual brand notes — Standard Morgan Stanley PWM template: corporate navy-and-white palette, serif wordmark logo, full-width photographic banner and a group team photo, circular headshots, and icon tiles for service pillars. No team-specific mark or custom palette. (high)
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