Top Wealth + Best-in-State · rank 3 · Chicago, Illinois · listed firm: Morgan Stanley Wealth Management
Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/the-mathias-group/permanent-b0b701/assets/images/logo.85739d37.svg
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “CURRENT EMPLOYERS Firm CRD# Registered Since B MORGAN STANLEY CRD# 149777 06/01/2009” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.” — firm_official
- Firm type — wirehouse (high)
- “This representative is currently registered in 4 SRO(s) and 48 jurisdiction(s).” — sec_finra_regulatory
- Team name — The Mathias Group (high)
- “It's easy to ask for trust, harder to deserve it. Throughout our relationship, the Mathias Group at Morgan Stanley will work to earn—and keep—your trust.” — firm_official
- Team size — 18 (high)
- “Meet The Mathias Group|Prev|Trevor Mathias|,|CFP®,|CRPC®|Managing Director, Wealth Management|,|Wealth Advisor|,|Portfolio Management Director|,|Alternative Investments Director|,|Lending Specialist|,|Family Wealth Direc” — firm_official
- CRD — 2730581 (high)
- “TREVOR DARRYL MATHIAS CRD# 2730581” — sec_finra_regulatory
- Years experience — 20 (medium)
- “IA MORGAN STANLEY 7556 CHICAGO, IL 09/01/2006 - 04/02/2007” — sec_finra_regulatory
- Designations — CFP, other:CRPC (Chartered Retirement Planning Counselor), JD, other:Family Wealth Director, other:Senior Portfolio Management Director (high)
- “Trevor Mathias is a Managing Director, Wealth Advisor, Family Wealth Director, Senior Portfolio Management Director, Certified Financial Planner practitioner, Chartered Retirement Planning Counselor, and Lending Speciali” — firm_official
- “He also holds an MBA from the University of Chicago Booth School of Business, a Law degree from The John Marshall Law School (now non-practicing), and has a certificate in financial planning from Northwestern University.” — firm_official
Book of business
- Team AUM ($M) — 1600 (high)
- “Team Assets (Custodied): $1.6B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 7.5 (high)
- “Typical Net Worth of Relationships: $5-10M” — forbes_shook
- Client niche — multigenerational families and family-wealth clients (medium)
- “We'll also build your trust through efficient, friendly client service. We think you will notice how much our team genuinely likes our clients and each other, and how committed we are to helping your family succeed.” — firm_official
- “How can you integrate philanthropy and family values into your wealth plan? Family Office Resources at Morgan Stanley discusses the approach to articulating and memorializing your family philosophy in your overall plan.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “In our fee-based practice, we don't sell you products, just our time-tested approach to managing wealth.” — firm_official
- “Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.” — firm_official
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-mathias-group (high)
- “The Mathias Group | Chicago, IL | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — It's easy to ask for trust, harder to deserve it. Throughout our relationship, the Mathias Group at Morgan Stanley will work to earn—and keep—your trust. In our fee-based practice, we don't sell you products, just our time-tested approach to managing wealth. (high)
- “It's easy to ask for trust, harder to deserve it. Throughout our relationship, the Mathias Group at Morgan Stanley will work to earn—and keep—your trust. In our fee-based practice, we don't sell you products, just our ti” — firm_official
- Differentiators — Fee-based practice that sells an approach, not products, Disciplined process starting with deep discovery of the client's financial situation, Estate planning integrated into a detailed financial and investment plan, Willingness to invest whatever time and energy is needed to fully understand the client, Efficient, friendly client service from a team that likes its clients and each other (high)
- “Our disciplined process begins by getting to know you and your financial situation well. It continues through the development of your estate plan and other steps to help you handle life's unexpected turns. And then we in” — firm_official
- “This is where we stand out—in our willingness to invest whatever time and energy is needed to fully understand you and your finances, and to propose holistic solutions to your objectives.” — firm_official
- Content marketing — occasional (medium)
- “Here at the Mathias Group, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients a” — firm_official
- Has podcast — no (medium)
- “With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the lat” — firm_official
- Books published — 0 (medium)
- “In addition, Trevor has taught finance courses as an adjunct professor at the College of Business Administration at the University of Illinois at Chicago. He has also served on boards and finance committees, including fo” — firm_official
- Linkedin url — https://www.linkedin.com/in/trevor-mathias-cfp%C2%AE-crpc%C2%AE-498b962/ (high)
- “Visit Trevor Mathias on LinkedIn” — firm_official
- Social presence — linkedin_active, x (medium)
- “Visit Trevor Mathias on Twitter|Visit Trevor Mathias on LinkedIn” — firm_official
- Press awards — 2026 Barron's Top 250 Private Wealth Management Teams — The Mathias Group, Rank #234, 2026 Barron's Top 1,500 Financial Advisors: State-by-State — Trevor Mathias (IL), 2024-2025 Barron's Top 1,200 Financial Advisors: State-by-State — Trevor Mathias (IL), 2012-2025 Five Star Wealth Manager Award — Trevor Mathias, Crain's Chicago Business Notable Financial Advisers (2018) (high)
- “2026 Barron's Top 250 Private Wealth Management Team - The Mathias Group | Rank #234” — firm_official
- “2026 Barron's Top 1,500 Financial Advisors: State-by-State - Trevor Mathias(IL)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="Header-logoImage Header-logoImage--wm" src="permanent-b0b701/assets/images/logo.85739d37.svg"” — firm_official
- Logo url — https://advisor.morganstanley.com/the-mathias-group/permanent-b0b701/assets/images/logo.85739d37.svg (high)
- “<img class="Header-logoImage Header-logoImage--wm" src="permanent-b0b701/assets/images/logo.85739d37.svg"” — firm_official
- Visual brand notes — Morgan Stanley corporate template throughout: navy-and-white palette, SVG corporate wordmark, stock advisory photography and flat icon tiles. Award badges (Barron's, Forbes, Five Star) carry the only decorative color. (high)
- “<img class="Header-logoImage Header-logoImage--wm" src="permanent-b0b701/assets/images/logo.85739d37.svg"” — firm_official