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Morgan Stanley Wealth Management Surpasses $1 Trillion in Individual Retirement Account Assets Under Management

NEW YORK, March 17, 2026--Morgan Stanley Wealth Management today announced it surpassed $1 trillion in Individual Retirement Account (IRA) assets under management (AUM) 1. Since 2022, IRA assets have grown at a 15.8% compound annual growth rate (CAGR) compared to the 13.6% industry average 2. The pronounced growth underscores the power of the Firm’s differentiated platform spanning the Financial Advisor-led, workplace and self-directed channels.

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Morgan Stanley Wealth Management Surpasses $1 Trillion in Individual Retirement Account Assets Under Management

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