Wealth Management

Congratulations to Our 2025 Forbes Top Wealth Advisors

With our top-ranked Financial Advisors, you get listening more than talking and a personalized plan built on insights and innovative technology. You get access to world-class resources and a high standard of excellence that consistently earn our professionals significant industry accolades.

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Recognizing All of Our 2025 Forbes Top-Ranked Advisors and Teams

Morgan Stanley Advisors and Teams are consistently ranked by Forbes as among the best in their industry.

Forbes America's Top Wealth Advisors and Best-In-State Wealth Management Teams

1,243 Morgan Stanley teams were named to the third annual Forbes | SHOOK Best-In-State Wealth Management Teams list. Additionally, 20 of our Teams were ranked #1 in their respective territories.

View Best-In-State Wealth Management Teams List(opens in a new tab)

Forbes Top Women Wealth Advisors and Top Women Best-In-State

This year’s Forbes | SHOOK Top Women Wealth Advisors ranking included 22 Morgan Stanley women, three of whom were new the list this year. The Top Women Best-In-State ranking included 466 Advisors, with 10 who were ranked #1 in their respective territories.

View America's Top Women Wealth Advisors List(opens in a new tab)

View Top Women Wealth Advisors Best-In-State List(opens in a new tab)

What to expect from a Morgan Stanley Financial Advisor

Experience, access to industry-leading resources, and a higher standard of excellence can help you achieve what’s important to you, and help you meet key life goals.

Start with a Personalized Plan

Your Financial Advisor will listen to you—and then tailor a personalized plan for goals such as retirement, college, tax efficiency, generational wealth, and philanthropy.

Get a Customized Investment Strategy

We then support your plan with a customized investment strategy leveraging market intelligence from the Firm’s highly regarded team of analysts, strategists, and economists, as well as world-class solutions.

Stay Informed with Frequent Updates

We’ll keep you informed with frequent portfolio updates and market commentary, and you’ll be able to securely view your account 24/7 online and through our mobile app.

Enjoy Ongoing Contact and Access

Meet regularly with your Financial Advisor to talk about your portfolio, discuss evolving priorities, and address complex needs such as estate planning and liquidity events.

Advice, Insights and a Personalized Plan

Whatever your lifestyle or family needs as a client, your Morgan Stanley Financial Advisor can help provide the sensible advice and resources to help you make informed decisions through all market cycles.

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Find Your Match

Get matched with a Forbes Top Financial Advisors or Wealth Management Team and other Morgan Stanley Advisors that are uniquely equipped to help you with your needs.

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Morgan Stanley Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley Smith Barney LLC (“Morgan Stanley”) of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

This material may provide the addresses of, or contain hyperlinks to, websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk and we shall have no liability arising out of, or in connection with, any such referenced website. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

2025 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors

Source: Forbes.com (Awarded April 2025). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 6/30/23-6/30/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, credentials, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC, or Forbes. For more information, see www.SHOOKresearch.com.

Forbes Best-In-State Wealth Management Teams

Source: Forbes.com (Awarded January 2025) This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/23 – 3/31/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State

Source: Forbes.com (Awarded February 2025). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 9/30/23-9/30/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.