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Morgan Stanley (MS) operating KPIs

MSNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as MS.PA, MS.PE, MS.PF, MS.PI, MS.PK, MS.PL, MS.PO, MS.PP, MS.PQ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026Score 17/303% below fair value
$184.30−5.70 (-3.00%)

Close on Oct 30, 2026Market cap $289.46BP/E 14.9Yield 2.09%

Morgan Stanley advisor-led client assets ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q3 2026
6,631,000
Period ended Sep 30, 2026
Change on a year earlier
+22.5%
5,414,000 in Q3 2025
History
27 quarters
Since Q4 2019
Sources
23
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedAdvisor-led client assets ($M)Year on yearSource
Q3 2026Sep 30, 20266,631,000+22.5%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2026Jun 30, 20266,273,000+24.4%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q1 2026Mar 31, 20265,784,000+22.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q4 2025Dec 31, 20255,715,000+20.1%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q3 2025Sep 30, 20255,414,000+16.5%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2025Jun 30, 20255,043,000+13.5%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q1 2025Mar 31, 20254,719,000+9.7%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q4 2024Dec 31, 20244,758,000+19.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
Q3 2024Sep 30, 20244,647,000+23.8%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-10-15 ↗
Q2 2024Jun 30, 20244,443,000+17.4%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-07-16 ↗
Q1 2024Mar 31, 20244,302,000+20.1%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-04-11 ↗
Q4 2023Dec 31, 20233,979,000+17.3%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗
Q3 2023Sep 30, 20233,755,000+13.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-10-16 ↗
Q2 2023Jun 30, 20233,784,000+10.4%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-07-16 ↗
Q1 2023Mar 31, 20233,582,000-6.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-04-16 ↗
Q4 2022Dec 31, 20223,392,000-12.7%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗

Cite this data

StockData. (2026). Morgan Stanley Advisor-led client assets ($M), quarterly Q4 2019–Q3 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/wm-advisor

See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.