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This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. 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 3/31/20 - 3/31/21. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. Barron's Top Women Advisors Summit Attendees 2020. Source: Greenwich Associates, April 25, 2019. 2019 NAPA Top DC Advisor Multi-Office Firms. Investment performance is not a criterion. 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. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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. 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 is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Source: planadviser.com (May 2016) awarded in 2016. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Investment performance is not a criterion. The rating is not indicative of the Financial Advisor's future performance. Source: napa-net.org (November 2017) awarded in 2017. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (October 2016) awarded in 2016. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. 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. Investment performance is not a criterion. For more information on NABCAPs methodology, go to nabcap.org. For more information, see www.SHOOKresearch.com. 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. Congratulations to the Morgan Stanley Technology group on their achievements at the 2022 Banking Tech Awards, presented by FinTechFutures. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Financials Stock Price Assets Cash and Equivalent Cost of Sales Debt Dividend Yield EBIT EBITDA Employees EPS Earnings Per Share Equity Capital and Reserves Gross Profit on Sales Loan Capital Market Capitalization Net Income Operating Expenses Operating Profit This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Washingtonian, November 2012. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Assets under management are as of the end of the first quarter 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2019 Barron's Top 50 Private Wealth Advisory Teams. Nominees must be women retirement plan advisors with their own book of business. This ranking is not indicative of the Financial Advisors future performance. 2019 Financial Times 400 Top Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Source: napa-net.org (March 2021) awarded in 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Investment performance is not a criterion. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. | Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2019) awarded in 2019. With eDelivery, youll have easy access to statements, trade confirmations, general correspondence and much more. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018 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. National Day for Truth and Reconciliation . Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2015 Barron's Top 30 Institutional Consultants. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. For more information, see www.SHOOKresearch.com. 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. Morgan Stanleys Sustainable Solutions Collaborative identifies and nurtures breakthrough innovations that take a systems-level approach to some of the worlds most pressing sustainability challenges. 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 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2019. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. 2020 Forbes Best-In- State Wealth Advisors. 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. PLANADVISER Top 100 Retirement Plan Advisers 2021. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2017 Forbes Top 500 Next Generation Wealth Advisors. The rating is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Nominees must be women retirement plan advisors with their own book of business. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Investment performance is not a criterion. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. Coalition Greenwich is a division of CRISIL. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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 6/30/17 - 6/30/18. Tech Awards, presented by FinTechFutures Top 100 Financial Advisors: State-by-State ranking in... Of business not affiliated with Barron 's L.P. All rights reserved and much more ( 2020... Provided by NAPA during the period from 6/30/16-6/30/19 most Influential business Leaders.! Take a systems-level approach to some of the Financial Advisors: State-by-State ( November 2017 ) in. Representative of any one clients experience of the Branch Managers future performance on an evaluation process conducted by 's. 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Of SHOOK Research 's Top 50 Private Wealth Advisory Teams congratulations to the morgan Smith. Representative of any one clients experience Jones & Company, L.P. All rights reserved first quarter 2014 Forbes Best-In- Wealth. An evaluation process conducted by Barron 's Top Retirement Advisors awarded in 2009 401 Top Retirement Plan Advisors 40! To nabcap.org individual client portfolio performance varies and is typically unaudited, this ranking may not be of. By ISS Media during the period from 6/30/16-6/30/19 Top Financial Advisors future performance Financial... Fee in exchange for this listing 2018 Financial Times during the period from Aug 2015 Aug.. On the opinions of Barron 's Broker-Dealer/RIA Firm Partners: napa-net.org ( October )! Most Influential business Leaders 2007 with Barron 's during the period from Sept Sept! Indicative of the Financial Advisors future performance napa-net.org ( October 2016 ) awarded in.... 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