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AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Morgan Stanley

Financial advisors in Philadelphia, PA using Morgan Stanley

3 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Morgan Stanley as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Philadelphia, PA ยท How this list is built

FirmCityRegistrationAssets band
Arsenal Capital Advisors LLCConshohockenSEC-registered investment adviser$100 million to $500 million
Haverford Financial Services, Inc.RadnorSEC-registered investment adviser$100 million to $500 million
Morgan Stanley AIP GP LPWest ConshohockenSEC-registered investment adviserOver $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Morgan Stanley nationwide

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AdvisorCensus. Financial advisors in Philadelphia, PA using Morgan Stanley. https://advisorcensus.com/advisors/pa/philadelphia/custodians/morgan-stanley
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