Morgan Stanley
Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The firm advises, originates, trades, and distributes capital for a diverse client base including governments, institutions, and individuals. It operates as a financial holding company regulated by the Federal Reserve, maintaining a significant presence in major world financial centers.
Financials
Based on Q1 2026 filing
Revenue
View metricNet Income
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Institutional Securities
primaryProvides capital raising, financial advisory services, and corporate lending. It also includes sales, trading, financing, and market-making activities in equity and fixed income markets.
Investment Banking, Sales and Trading, Corporate Lending, Derivatives, Foreign Exchange, Commodities
Corporations, Governments, Financial Institutions, Institutional Investors
Wealth Management
majorOffers comprehensive financial solutions including brokerage, investment advisory, financial planning, and banking services to individual investors and small-to-medium sized businesses.
Morgan Stanley Smith Barney, E*TRADE, Advisor-led accounts, Digital Direct platforms, Workplace solutions, Margin Lending
Individual Investors, High-net-worth Individuals, Small-to-medium businesses
Investment Management
moderateProvides a broad range of investment strategies and products across public and private markets to a diverse group of institutional and intermediary clients.
Mutual Funds, Alternative Investments, Private Investment Funds, Institutional Asset Management
Pension Funds, Endowments, Foundations, Sovereign Wealth Funds, Retail Intermediaries
Business Overview
Competitive Position
A global leader in investment banking and wealth management with significant market positions across all three primary business segments.
Geographies
United States, United Kingdom, Germany, Japan, Hong Kong
Customer Segments
Retail investors, High-net-worth individuals, Corporations, Governments, Institutional investors
Upstream Dependencies
Central banks and monetary policy, Technology and infrastructure providers, Human capital and specialized talent, Capital markets liquidity
Downstream Customers
Retail brokerage clients, Corporate issuers of debt and equity, Institutional asset owners, Government entities seeking capital
Competitors & Partners
Competitors
Goldman Sachs Group
GS
Global investment banking and asset management competitor.
Bank of America
BAC
Major competitor in wealth management and institutional securities.
Charles Schwab Corporation
SCHW
Competitor in wealth management and digital investing platforms.
JPMorgan Chase
JPM
Global commercial and investment banking competitor.
Wells Fargo & Company
WFC
Competitor in wealth management and investment banking
Citigroup
C
Competitor in wealth management and capital markets
Blackrock
BLK
Competitor in wealth and asset management
Robinhood Markets, Inc.
HOOD
Digital brokerage competitor owned by Morgan Stanley
Ameriprise Financial
AMP
Wealth and asset management competitor
Interactive Brokers Group, Inc.
IBKR
Online brokerage competitor (subsidiary of Morgan Stanley)
Raymond James Financial
RJF
Competitor in wealth management and capital markets
Partners
CME Group
CME
Designated self-regulatory organization for the firm's futures activities.
Federal Reserve
Primary regulator for the financial holding company.
Morgan Stanley FAQ
Common questions about Morgan Stanley
Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The firm advises, originates, trades, and distributes capital for a diverse client base including governments, institutions, and individuals. It operates as a financial holding company regulated by the Federal Reserve, maintaining a significant presence in major world financial centers.
Morgan Stanley (MS) has a market capitalization of $316.26B and trades on NYSE.
Morgan Stanley generated $73.5B in trailing twelve-month revenue with net income of $18.1B, representing a net margin of 24.6%, with free cash flow of -$4.0B. These figures are based on the Q1 2026 filing.
Morgan Stanley's key competitors include Goldman Sachs, Bank of America, Charles Schwab, and others. These companies compete in similar markets and product categories.
Morgan Stanley has approximately 80,000 employees.