Morgan Stanley

About Morgan Stanley

<p>From its New York City headquarters in Manhattan, Morgan Stanley runs a national advisory business that supports workplace retirement plans alongside its broader financial services platform.</p> <p>Founded in 1935, the firm has grown into a large organization with about 75,000 employees. For retirement plan sponsors, Morgan Stanley provides fiduciary and advisory support that can fit different committee structures and governance needs.</p> <p>On the plan side, Morgan Stanley offers 3(21) co-fiduciary investment advice, 3(38) discretionary investment management, participant-level advice, and plan design work. Sponsors may also work with Morgan Stanley at Work for workplace financial solutions connected to employee benefits.</p> <p>The firm has offices across several major U.S. metro areas, including New York City; Alpharetta in the Atlanta area; Baltimore; Columbus; Gilbert in the Phoenix area; and South Jordan and Sandy in the Salt Lake City area. Reported assets under management total $9,300.0B (2026). A practical differentiator is the ability to pair plan fiduciary services with participant advice through a single provider.</p> <ul> <li>3(21) fiduciary investment advice</li> <li>3(38) discretionary investment management</li> <li>Participant advice and education support</li> <li>Plan design and plan change consulting</li> </ul>

Website: https://www.morganstanley.com/

Founded: 1935

Employees: 75000