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MORGAN STANLEY SMITH BARNEY

738 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2,642+81 YoYRank #9 of mapped providers
Assets under administration$860.8B0.9%Market share · rank #14
Fees received$246MMedian $37,298/planSum across Schedule C direct + indirect
Net wins YoY+87451 won · 364 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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