MORGAN STANLEY SMITH BARNEY

742 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2,664+98 YoYRank #9 of mapped providers

Assets under administration$880.1B0.9%Market share · rank #14

Fees received$248MMedian $37,902/planSum across Schedule C direct + indirect

Net wins YoY+93454 won · 361 lostPlan-level switch detection

See full MORGAN STANLEY SMITH BARNEY analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.