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AdvisorCensus / Financial advisors / Texas / Dallas, TX / Morgan Stanley

Financial advisors in Dallas, TX using Morgan Stanley

7 SEC-registered investment advisory firms headquartered in the Dallas, TX 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 Dallas, TX ยท How this list is built

FirmCityRegistrationAssets band
BWCP, LPDallasSEC-registered investment adviser$1 billion to $5 billion
Cain Capital Management, LPDallasSEC-registered investment adviser$100 million to $500 million
Fifth Force ManagementDallasSEC-registered investment adviser$100 million to $500 million
Garnett Advisors, LLCDentonSEC-registered investment adviser$100 million to $500 million
Madden Asset ManagementDallasSEC-registered investment adviser$500 million to $1 billion
Maverick Capital LtdDallasSEC-registered investment adviserOver $5 billion
Webs Creek Capital Management LPDallasSEC-registered investment adviser$1 billion to $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 Dallas, TX using Morgan Stanley. https://advisorcensus.com/advisors/tx/dallas/custodians/morgan-stanley
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