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Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. This award was issued in 2013 and based on the evaluation process below. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. We are committed to bringing the firms resources to help our clients originate, manage and distribute capital, while building a more sustainable future for society. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The new Managing Directors are: 1 Toks Afolabi-Ajayi Argie Agrapides Nicholas Albicelli Thomas Allen Raju Alluri Oskar Arnoldsson Nikhil Awasthi Jay Bacow Lavanya Balakrishnan Krystal Barker Buissereth Dmitriy Barskiy Angelin Baskaran Matteo Benedetto Joshua Birbach Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. As a global financial services firm, Morgan Stanley is committed to technological innovation. Morgan Stanley is a firm that has its headquarters in Louisville, Kentucky. Investment performance is not a criterion. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Diana Doyle 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Stuart Levison Washingtonian Magazine Wealth Manager Award 2012. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. These criteria are utilized for each of the categories in which this award is given. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. He is an actor and director, known for Santa Clarita Diet (2017), Speechless (2016) and Better Off Ted (2009). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Kelly Chin This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. He held numerous roles there including Client Associate and Financial Advisor. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Kerry Karangelen Erin transitioned to Blackrock in Princeton, NJ as an Investment Management Consultant covering the Greater Boston & San Francisco areas. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. Sean Yang This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. Investment performance is not a criterion. profile-compliance@smartasset.com. in Finance at Montclair State University. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. He is also a vegan and animal rights activist, with a large menagerie of adopted pets.[7]. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/15 - 6/30/16. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Chris brings over 25 years of operations and compliance experience to the Complex. For more information, see www.SHOOKresearch.com. From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. It has $1 trillion in assets across its 2,129,899 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2016 Financial Times 401 Top Retirement Advisors. 2022 Forbes Americas Top Wealth Management Teams. Janemarie Eichhorn 2021-2022 Record: 56-19-7, 119 points (1st in Central; won Stanley Cup Finals) Best Players: Nathan MacKinnon (94 OVR), Cala Makar (94 OVR), Mikko Rantanen (91 OVR) The defending Stanley Cup champion only trail Tampa Bay and Carolina by one point, indicating the Avalanche are primed for hockey to have yet another repeat champion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This award was issued in 2022 and based on the evaluation process below. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. Morgan Stanley Investment Management. Investment performance is not a criterion. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2023Morgan Stanley. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Ren Chen Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Financial Times Top 401 Retirement Plan Advisors 2018. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. She was then tapped as Team Leader of the Advisor Solutions Group. Source: napa-net.org (October 2018) awarded in 2018. Investment performance is not a criterion. A sub-segment of the questions was used to determine eligibility for the Top 100. On Wall Streets Top 100 Branch Manager Honorees. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Jay Bacow Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Julie Leigh The number of individuals contacted varies based on the size of the local market.