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Self Directed Client Assets
Tracks assets managed directly by clients, showing the firm's appeal to self-directed investors and digital platform effectiveness.Self-directed assets have recovered from the 2022 trough and accelerated to fresh highs through 2026, reflecting Morgan Stanley’s record Wealth Management net new assets and strong workplace/IPOs that fuel brokerage inflows. That trend boosts recurring fee potential and underpins higher fee-based AUM and capital return capacity, but concentration in IPO-driven flows and market volatility could make these balances lumpy; ongoing tech/AI investment should help retention but keeps near-term efficiency pressure.
Date | Self Directed Client Assets |
|---|---|
Sep 30, 2026 | $1.80T |
Jun 30, 2026 | $1.81T |
Mar 31, 2026 | $1.56T |
Dec 31, 2025 | $1.67T |
Sep 30, 2025 | $1.64T |
Jun 30, 2025 | $1.45T |
Mar 31, 2025 | $1.29T |
Dec 31, 2024 | $1.44T |
Sep 30, 2024 | $1.33T |
Jun 30, 2024 | $1.25T |