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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
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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