Find a Morgan Stanley Advisor Near You | Financial Advisors, Wealth Management, Investment Advice

Skip to content

People

Students & Graduates
Experienced Professionals
Financial Advisors

What We Do

Wealth Management
Investment Banking & Capital Markets
Sales & Trading
Research
Investment Management
Sustainable Investing

About Us

Diversity
Giving Back
Global Offices
Investor Relations

Find a Financial Advisor

City, State, Zip Code, or City

Select your current occupation:

Business Owner / EntrepreneurCorporate ExecutiveFinancial Services ProfessionalLegal ProfessionalsMedical ProfessionalsOther ProfessionalRetiree

Select your investment needs:

Charitable GivingEquity CompensationEstate Planning StrategiesFamily Wealth ManagementGeneral Investment AdviceGlobal Sports and EntertainmentHelp with Special Needs or DisabilitiesInstitution, Government Entity, Foundation or EndowmentInternationally Based Investor / FamilyInvesting With ImpactLGBT+ Financial PlanningLiability ManagementNavigating Divorce FinancesPre-Liquidity EventRetirement PlanningTax Planning StrategiesUltra High Net Worth InvestingWealth Transfer Planning / Inheritance

Select your language requirements:

American Sign LanguageArabicChineseDutchFrenchGermanGreekGujaratiHebrewHindiItalianJapaneseKoreanLithuanianPersianPolishPortuguesePunjabiRussianSpanishSwedishTagalogThaiUrduVietnamese

Select all certifications you'd like to find in a Financial Advisor:

CAP - Chartered Advisor in PhilanthropyCFA – Chartered Financial AnalystCFP® - CERTIFIED FINANCIAL PLANNER®ChFC - Chartered Financial ConsultantCIMA - Certified Investment Management AnalystCLU - Chartered Life UnderwriterCPWA - Certified Private Wealth Advisor

Page loading image

Filter By

Business Owner / EntrepreneurCorporate ExecutiveFinancial Services ProfessionalLegal ProfessionalsMedical ProfessionalsOther ProfessionalRetiree

Charitable GivingEquity CompensationEstate Planning StrategiesFamily Wealth ManagementGeneral Investment AdviceGlobal Sports and EntertainmentHelp with Special Needs or DisabilitiesInstitution, Government Entity, Foundation or EndowmentInternationally Based Investor / FamilyInvesting With ImpactLGBT+ Financial PlanningLiability ManagementNavigating Divorce FinancesPre-Liquidity EventRetirement PlanningTax Planning StrategiesUltra High Net Worth InvestingWealth Transfer Planning / Inheritance

American Sign LanguageArabicChineseDutchFrenchGermanGreekGujaratiHebrewHindiItalianJapaneseKoreanLithuanianPersianPolishPortuguesePunjabiRussianSpanishSwedishTagalogThaiUrduVietnamese

CAP - Chartered Advisor in PhilanthropyCFA – Chartered Financial AnalystCFP® - CERTIFIED FINANCIAL PLANNER®ChFC - Chartered Financial ConsultantCIMA - Certified Investment Management AnalystCLU - Chartered Life UnderwriterCPWA - Certified Private Wealth Advisor

Your Advisor Matches

Based on your answers, below are the top Morgan Stanley Financial Advisors that meet your needs.

Restart the Quiz

Filter By

Business Owner / EntrepreneurCorporate ExecutiveFinancial Services ProfessionalLegal ProfessionalsMedical ProfessionalsOther ProfessionalRetiree

Charitable GivingEquity CompensationEstate Planning StrategiesFamily Wealth ManagementGeneral Investment AdviceGlobal Sports and EntertainmentHelp with Special Needs or DisabilitiesInstitution, Government Entity, Foundation or EndowmentInternationally Based Investor / FamilyInvesting With ImpactLGBT+ Financial PlanningLiability ManagementNavigating Divorce FinancesPre-Liquidity EventRetirement PlanningTax Planning StrategiesUltra High Net Worth InvestingWealth Transfer Planning / Inheritance

American Sign LanguageArabicChineseDutchFrenchGermanGreekGujaratiHebrewHindiItalianJapaneseKoreanLithuanianPersianPolishPortuguesePunjabiRussianSpanishSwedishTagalogThaiUrduVietnamese

CAP - Chartered Advisor in PhilanthropyCFA – Chartered Financial AnalystCFP® - CERTIFIED FINANCIAL PLANNER®ChFC - Chartered Financial ConsultantCIMA - Certified Investment Management AnalystCLU - Chartered Life UnderwriterCPWA - Certified Private Wealth Advisor

advisor quiz

Get Matched with a Financial Advisor

Answer a few questions and we will match you with Morgan Stanley Financial Advisors uniquely equipped to help meet your needs.

Search by Location

Find a Morgan Stanley Financial Advisor near your preferred location.

City, state, or zip code

Search by Name

Already have a Morgan Stanley Financial Advisor in mind? Search for them by name below.

Financial Advisor name

Search by Branch

Locate a local Morgan Stanley branch to help match you to the right Financial Advisor or Team.

City, state, or zip code

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

twitter
linkedin
youtube

Disclosures
Investor Relations
Corporate Governance
Newsroom
Careers

Privacy & Cookies
Terms of Use
Contact Us
Global Offices
Equal Employment Opportunity
Your Privacy Choices

© 2018 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.