Top Wealth + Best-in-State + Barron's 100 · rank 2 · Newport Beach, California · listed firm: Morgan Stanley Wealth Management
Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/the-mcewan-group/permanent-b0b701/assets/images/logo.85739d37.svg
Identity & firm
- Firm — Morgan Stanley Wealth Management (The McEwan Group) (high)
- “The McEwan Group at Morgan Stanley is a distinguished financial advisory team, managing over $13 billion as of April 31, 2026, for a diverse clientele that includes high-net-worth individuals, entrepreneurs, and institut” — firm_official
- “Firm Name: MORGAN STANLEY Main Office Address: 2000 WESTCHESTER AVENUE PURCHASE, NY 10577-2530 Firm CRD#: 149777” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.” — firm_official
- Firm type — wirehouse (high)
- “SCOTT R. MCEWAN CRD# 5263847 Currently employed by and registered with the following Firm(s): MORGAN STANLEY 800 Newport Center Drive Suite 500 Newport Beach, CA 92660 CRD# 149777 Registered with this firm since: 03/03/2” — sec_finra_regulatory
- Team name — The McEwan Group (high)
- “Scott McEwan, the founder of The McEwan Group, holds prestigious designations such as Family Wealth Director, Corporate Retirement Director, Alternative Investment Director, and Certified Financial Planner (CFP®).” — firm_official
- Team size — gap: not_found_after_search
- CRD — 5263847 (high)
- “BrokerCheck Report SCOTT R MCEWAN CRD# 5263847” — sec_finra_regulatory
- Years experience — 17 (high)
- “CITIGROUP GLOBAL MARKETS INC. CRD# 7059 BOSTON, MA 04/2007 - 06/2009” — sec_finra_regulatory
- “Our practice is built on a foundation of trust, serving as a beacon of knowledgeable guidance for almost 20 years.” — firm_official
- Designations — CFP, other:Family Wealth Director, other:Corporate Retirement Director, other:Alternative Investment Director (high)
- “Scott McEwan, the founder of The McEwan Group, holds prestigious designations such as Family Wealth Director, Corporate Retirement Director, Alternative Investment Director, and Certified Financial Planner (CFP®).” — firm_official
Book of business
- Team AUM ($M) — 6100 (medium)
- “Team Assets (Custodied): $6.1B” — forbes_shook
- “The McEwan Group at Morgan Stanley is a distinguished financial advisory team, managing over $13 billion as of April 31, 2026, for a diverse clientele that includes high-net-worth individuals, entrepreneurs, and institut” — firm_official
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “Typical Net Worth of Relationships: $10-50M” — forbes_shook
- Client niche — founders and executives of AI, defense, space and healthcare start-ups, plus healthcare institutions and endowments (high)
- “Our primary focus is on the founders and executives of cutting-edge technology start-ups in sectors like Artificial Intelligence, defense, space, and healthcare.” — firm_official
- “We are proud to manage approximately $2.5 billion in private wealth for individual clients, more than $5.5 billion for institutions such as healthcare organizations, endowments, and non-profits, and nearly $400 million f” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide "investment advice" regarding a retirement or welfare benefi” — firm_official
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-mcewan-group (high)
- “The McEwan Group | Newport Beach, CA | New York, NY | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — We understand that ultra-high net worth individuals and the successful institutions they represent share common financial goals. Whether it's an individual concerned about business exit strategies, maximizing equity compensation, or leaving a meaningful legacy, or an endowment striving to fulfill its mission through donations and investment returns, we are here to simplify their financial complexities. (high)
- “We understand that ultra-high net worth individuals and the successful institutions they represent share common financial goals. Whether it's an individual concerned about business exit strategies, maximizing equity comp” — firm_official
- Differentiators — Access to Morgan Stanley's Outsourced Chief Investment Office (OCIO), Dual private-wealth and institutional practice ($2.5B individual / $5.5B institutional), Sector focus on AI, defense, space and healthcare start-up founders, Streamlined process from day-to-day work with institutions and their employees, Multigenerational planning coordinated with clients' attorneys and CPAs (high)
- “The McEwan Group is distinct in its approach, leveraging the vast resources of Morgan Stanley, including the firm’s Outsourced Chief Investment Office (OCIO). This collaboration allows us to offer enhanced services, redu” — firm_official
- “Our day-to-day work with institutions and their employees has led to a streamlined process that makes financial needs simpler, more effective, and aligned with best practices.” — firm_official
- Content marketing — none (medium)
- “Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States” — firm_official
- “Corporate Executive Brochure Morgan Stanley Private Wealth Management focuses on the personal financial needs of the world's most prominent corporate executives and their families.” — firm_official
- Has podcast — no (medium)
- “Insights and Outcomes | The McEwan Group | Newport Beach, CA | New York, NY | Morgan Stanley Wealth Management” — firm_official
- Books published — 0 (low)
- “Scott McEwan, the founder of The McEwan Group, holds prestigious designations such as Family Wealth Director, Corporate Retirement Director, Alternative Investment Director, and Certified Financial Planner (CFP®).” — firm_official
- Linkedin url — https://www.linkedin.com/in/scott-mcewan-18bb5668/ (low)
- “Scott McEwan - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — none (low)
- “Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems.” — firm_official
- Press awards — 2026 Barron's Top 100 Financial Advisors, 2022-2026 Barron's Top 1,500 Financial Advisors: State-by-State, 2022 & 2024 Financial Planning "Top 40 Brokers Under 40", 2020 Financial Times 400 Top Financial Advisors, 2015-2018 Financial Times 401 Top Retirement Advisors (high)
- “2026 Barron's Top 100 Financial Advisors Source: barrons.com (Awarded May 2026) Data compiled by Barron's for the period Jan 2025-Dec 2025.” — firm_official
- “Financial Planning 2022 & 2024 "Top 40 Brokers Under 40"” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://advisor.morganstanley.com/the-mcewan-group/permanent-b0b701/assets/images/logo.85739d37.svg (high)
- “href="permanent-b0b701/assets/images/logo.85739d37.svg"” — firm_official
- Visual brand notes — Standard Morgan Stanley corporate template: navy and white palette, restrained sans-serif type, wide coastal/skyline hero photography and headshot tiles. No team-specific mark or custom palette. (medium)
- “” — firm_official