Top Wealth + Best-in-State + Barron's 100 · rank 1 · Denver, Colorado · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Shawn P. Fowler (CRD# 2315128) is currently employed by and registered with Morgan Stanley at 1550 Market Street, Suite 600, Denver, CO 80202 (CRD# 149777), registered with the firm since June 1, 2009.” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “SHAWN PAUL FOWLER - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Shawn P. Fowler (CRD# 2315128) is currently employed by and registered with Morgan Stanley at 1550 Market Street, Suite 600, Denver, CO 80202 (CRD# 149777), registered with the firm since June 1, 2009.” — sec_finra_regulatory
- Team name — The Fowler Bull Group (high)
- “Co-Managing Director, The Fowler Bull Group” — professional_press
- Team size — 10 (medium)
- “Team: The Fowler Bull Group (grew from 3 to 10 professionals)” — professional_press
- CRD — 2315128 (high)
- “Shawn P. Fowler (CRD# 2315128) is currently employed by and registered with Morgan Stanley at 1550 Market Street, Suite 600, Denver, CO 80202 (CRD# 149777), registered with the firm since June 1, 2009.” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 37700 (high)
- “AUM: $37.7B (Team Assets, Custodied)” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size: $10M for new business” — forbes_shook
- Typical client net worth ($M) — 99 (high)
- “Typical Net Worth of Relationships: $25-120M” — forbes_shook
- Client niche — entrepreneurs and affluent families in the mountain states (low)
- “The team numbers ten people in total serving 93 clients, the vast majority of which are entrepreneurs across industries like defense, healthcare and technology.” — professional_press
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-fowler-bull-skipper-group (medium)
- “Professional Insights | The Fowler Bull Group | Denver, CO | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 100 Financial Advisors, #10 (2026), Barron's Top 1,200 Financial Advisors: #1 in Colorado, Barron's Top 100 Private Wealth Management Teams, ColoradoBiz Colorado 500 Wealth Managers (2026), Financial Times Top 400 Financial Advisors (medium)
- “Recognition: Consistently ranked among Colorado's preeminent wealth advisors by Barron's and Forbes” — professional_press
- “Morgan Stanley's Shawn Fowler named No. 1 Financial Advisor in Colorado Barron's 'Top 1,200 Financial Advisors'” — general_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search