Morgan Stanley
morganstanley.com ↗In their words
“The adviser retention rate is above 99%”
“In 2021, we had a 24% retention rate. That compares with 21% the previous year.”
NPS disclosures (0)
No NPS disclosures yet.
Retention disclosures (2)
Retention rate (advisers): 99% (Q3 2026) — “the adviser retention rate is above 99%”
Retention rate (workplace / unvested assets channel): 24% (2021) — “In 2021, we had a 24% retention rate. That compares with 21% the previous year.”
Lighthouse companies in Payments, wealth & financial services
About these figures
Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.
NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.