LPL Financial Competitors and Similar CompaniesClear all
Morgan Stanley's competitors and similar companies include Southside Bancshares, Charles Schwab and Envestnet.
 Southside Bancshares Southside Bancshares, Inc. (also known as Southside Bank) is a financial holding company engaged in providing banking and financial services. |  Charles Schwab Charles Schwab Corporation (CSC, formerly known as First Commander) is a company that provides brokerage and banking services. |  Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness. | ||
Founding Date | Founding Date 1935 | Founding Date 1960 | Founding Date 1971 | Founding Date 1999 |
Type | Type Public | Type Public | Type Public | Type Public |
Tags | ||||
Locations | Locations New York, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU São Paulo, BR Calgary, CA Montréal, CA see more | Locations Tyler, US HQ Hartford, US Tyler, US | Locations Westlake, US HQ Hong Kong, HK London, GB El Paso, US Lone Tree, US Orlando, US San Francisco, US | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more |
Employees | Employees 80,000 | Employees 781 | Employees 32,1003% decrease | Employees 3,10010% decrease |
Valuation ($) | Valuation ($) 165.6 b | Valuation ($) 990.5 m | Valuation ($) 114.7 b | Valuation ($) 3.5 b |
Financial | ||||
Revenue (est.) | Revenue (est.) $70.6b (FY, 2025) | Revenue (est.) $419m (FY, 2025) | Revenue (est.) $23.9b (FY, 2025) | Revenue (est.) $1.2b (FY, 2023) |
Cost of goods | Cost of goods N/A | Cost of goods $182m (FY, 2025) | Cost of goods N/A | Cost of goods $473m (FY, 2023) |
Gross profit | Gross profit N/A | Gross profit $237m (FY, 2025) | Gross profit N/A | Gross profit $772.6m (FY, 2023) |
Net income | Net income $17b (FY, 2025) | Net income $69.2m (FY, 2025) | Net income $8.9b (FY, 2025) | Net income ($245.8m) (FY, 2023) |
Operating ⚠ | ||||
Assets Under Management | Assets Under Management $1.4t (Q3, 2023) | Assets Under Management $1b (FY, 2016) | Assets Under Management N/A | Assets Under Management N/A |
Total Deposits | Total Deposits $345.5b (Q3, 2023) | Total Deposits N/A | Total Deposits $306.5b (FY, 2023) | Total Deposits N/A |
Total Loans | Total Loans $225b (Q3, 2023) | Total Loans $2.6b (Q2, 2017) | Total Loans $40.2b (FY, 2023) | Total Loans N/A |
Funding | ||||
Total funding raised | Total funding raised $ 18.3b | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 584.7m |
For sources of this data, please see the company profile
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Southside Bancshares
HQ
Tyler, US
Employees
781
Southside Bancshares, Inc. (also known as Southside Bank) is a financial holding company engaged in providing banking and financial services.
View companyCharles Schwab
HQ
Westlake, US
Employees
32,100↓ 3% decrease
Charles Schwab Corporation (CSC, formerly known as First Commander) is a company that provides brokerage and banking services.
View companyEnvestnet
HQ
Berwyn, US
Employees
3,100↓ 10% decrease
Envestnet is a provider of intelligent systems for wealth management and financial wellness.
View company