Best-in-State · rank 79 · Phoenix, Arizona · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Firm type — wirehouse (medium)
- “Morgan Stanley Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 597 (high)
- “Team Assets (Custodied): $597M” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business: $2M” — forbes_shook
- Typical client net worth ($M) — 6.75 (medium)
- “Typical Net Worth of Relationships: $3.5-10M” — forbes_shook
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- Fee model — fee_plus_commission (medium)
- “Morgan Stanley Wealth Management” — forbes_shook
Positioning & marketing
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- Press awards — Forbes 2026 Best-In-State Wealth Advisors (Arizona, rank 79) (high)
- “2026 America's Best-In-State Wealth Advisors” — forbes_shook
Visual brand
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