Lyon Polk

Top Wealth + Best-in-State + Barron's 100 · rank 1 · New York, New York · 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)
  • “MORGAN STANLEY CRD#: 149777” — sec_finra_regulatory
  • “Lyon Polk is the Founder and Managing Partner of The Polk Wealth Management Group at Morgan Stanley, a 52-person team.” — firm_official
• Parent company — Morgan Stanley (high)
  • “MORGAN STANLEY CRD#: 149777” — sec_finra_regulatory
• Firm type — wirehouse (high)
  • “MORGAN STANLEY CRD#: 149777” — sec_finra_regulatory
  • “Securities Agent: WI, WV, WY, 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, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT” — firm_official
• Team name — The Polk Wealth Management Group (high)
  • “Lyon Polk is the Founder and Managing Partner of The Polk Wealth Management Group at Morgan Stanley, a 52-person team.” — firm_official
• Team size — 52 (high)
  • “Lyon Polk is the Founder and Managing Partner of The Polk Wealth Management Group at Morgan Stanley, a 52-person team.” — firm_official
  • “As the Team’s Chief Operating Officer, Tallie oversees a 51-person team responsible for delivering a consistent, high-touch client experience.” — firm_official
• CRD — 1673373 (high)
  • “FRANK LYON POLK III” — sec_finra_regulatory
• Years experience — 39 (high)
  • “FRANK LYON POLK III” — sec_finra_regulatory
• Designations — — (medium)
  • “Lyon’s family has been involved in local and national politics for generations. A graduate of Hartwick College, Lyon lives in New York with his wife and two daughters.” — firm_official

Book of business

• Team AUM ($M) — 30300 (high)
  • “Team Assets (Custodied): $30.3B” — forbes_shook
• Account minimum ($M) — 100 (high)
  • “Minimum Account Size for New Business: $100M” — forbes_shook
• Typical client net worth ($M) — 100 (high)
  • “Typical Net Worth of Relationships: $100M-5B” — forbes_shook
• Client niche — ultra-high net worth families and family offices (high)
  • “This model focuses on select ultra-high net worth families, helping them to manage their investment portfolios, evaluate and seek to enhance processes for their Family Offices, and provide access to certain specialized i” — firm_official
• Custodians — gap: not_applicable
• Fee model — not_public (medium)
  • “Securities Agent: WI, WV, WY, 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, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT” — firm_official

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-polk-wealth-management-group (high)
  • “The Polk Wealth Management Group | New York, NY | Palm Beach, FL | Morgan Stanley Private Wealth Management” — firm_official
• Value proposition (verbatim) — We deliver the experience, knowledge and resources needed to help you create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations. (high)
  • “We deliver the experience, knowledge and resources needed to help you create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.” — firm_official
• Differentiators — Pioneered a new Family Office Model at Morgan Stanley, Access to specialized/private investment opportunities, 52-person team with dedicated CIO and COO structure, NextGen and Family Advisory platforms for wealth and family dynamics, Integrated capital solutions and liability management (high)
  • “Notably, Lyon’s Team has developed a new Family Office Model at Morgan Stanley, which serves to deliver a unique experience to clients. This model focuses on select ultra-high net worth families, helping them to manage t” — firm_official
  • “She is responsible for delivering integrated capital solutions for the Team’s clients, including liability management transactions and firm-wide access to the Morgan Stanley platform. In addition, Deborah was instrumenta” — firm_official
• Content marketing — occasional (medium)
  • “Bringing Private Wealth Management leadership perspectives directly to you on the forces shaping wealth today, from cross-border complexity to AI for family offices and more.” — firm_official
• Has podcast — no (medium)
  • “Lyon has been recognized by Barron’s as one of the Top 25 Financial Advisors for the past 18 years, including #1 Advisor in the country ranking seven out of the previous nine years.” — firm_official
• Books published — 0 (medium)
  • “A graduate of Hartwick College, Lyon lives in New York with his wife and two daughters.” — firm_official
• Linkedin url — https://www.linkedin.com/in/lyon-polk-10bb9021/ (high)
  • “Lyon Polk - Managing Director, Private Wealth Advisor at ...” — social_or_third_party_db
• Social presence — linkedin_active, x (low)
  • “Lyon Polk - Managing Director, Private Wealth Advisor at ...” — social_or_third_party_db
  • “The Polk Wealth Management Group (@ThePolkGroupMS) / X” — social_or_third_party_db
• Press awards — Barron's Top 100 Financial Advisors — #1 in the country (2026), Barron's Top 25 Financial Advisors, 18 consecutive years, Barron's Hall of Fame (2019), Barron's Top Advisors State-by-State (2020-2026), Forbes America's Top Wealth Management Teams — #1 Private Wealth (2024, 2025) (high)
  • “Lyon has been recognized by Barron’s as one of the Top 25 Financial Advisors for the past 18 years, including #1 Advisor in the country ranking seven out of the previous nine years. Lyon was inducted into the Barron's Ha” — firm_official
  • “2008 – 2026 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State). Source: Barrons.com (Awarded 2009-2026).” — firm_official

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 — Morgan Stanley corporate template: navy/black wordmark on white, clean sans-serif type, wide hero photography; team identity is text-only headline with no independent mark or palette. (high)
  • “” — firm_official
  • “” — firm_official

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