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MORGAN STEVENS ASSET MANAGEMENT, LLC

Advisory

CA

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in CA
#3,047
of 5,480 advisers by AUM
Average account
$1M
across 71 accounts
AUM per adviser
$76M
1 adviser

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM
$76M
Discretionary %
100%
Clients
71
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients71
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

BAUGHMAN WEALTH ADVISORS INC.
NOVATO, CA
$76M
0.0% 1Y
WRIGHT FINANCIAL, LLC
PLEASANT HILL, CA
$76M
-5.9% 1Y
OKLO FINANCIAL, LLC
SAN RAFAEL, CA
$76M
+10.2% 1Y
CROCKER SECURITIES LLC
WALNUT CREEK, CA
$76M
BRIDGE CAPITAL CONSULTING, LLC
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$77M
CLARK AARON COHEN
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$77M
0.0% 1Y

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