Moelis (MC) Assets (2013 - 2026)

Moelis (MC) recorded quarterly Assets of $1.3 billion in Q1 2026, down 25.94% quarter-over-quarter from $1.7 billion in Q4 2025, and up 6.86% on a YoY basis from $1.2 billion in Q1 2025.

Moelis (MC) Assets (2013 - 2026) Analysis & Trends

Moelis' Assets history runs 14 years deep, the most recent figure standing at $1.3 billion for Q1 2026.

  • In Q1 2026, Assets rose 6.86% year-over-year to $1.3 billion; the TTM figure through Mar 2026 stood at $1.3 billion (up 6.86% YoY), while the FY2025 annual figure was $1.7 billion, up 26.23% from the prior year.
  • Assets was $1.3 billion for Q1 2026 at Moelis, down from $1.7 billion in the prior quarter.
  • In the past five years, Assets ranged from a high of $1.7 billion in Q4 2025 to a low of $989.0 million in Q1 2023.
  • Historically, Assets has averaged $1.2 billion across 5 years, with a median of $1.2 billion in 2022.
  • The sharpest annual moves came in 2022 and 2025: Assets slipped 21.78% in 2022, then jumped 31.58% in 2025.
  • A 5-year view of Assets shows it stood at $1.2 billion in 2022, then dropped by 3.05% to $1.2 billion in 2023, then advanced by 16.88% to $1.4 billion in 2024, then grew by 26.23% to $1.7 billion in 2025, then fell by 25.94% to $1.3 billion in 2026.
  • The last three Assets figures came in at $1.3 billion (Q1 2026), $1.7 billion (Q4 2025), and $1.5 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn - -
2 Morgan Stanley 328.23 Bn 194.70 Bn - 1,581.42 Bn
3 Goldman Sachs 313.22 Bn -624.33 Bn - 2,060.18 Bn
4 Schwab Charles 154.90 Bn 109.92 Bn - 493.32 Bn
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn 45.47 Bn
6 Interactive Brokers 38.41 Bn 49.00 Bn - 218.75 Bn
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - 18.84 Bn
8 Tradeweb Markets 21.12 Bn 19.87 Bn - 8.30 Bn
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn 80.54 Bn
10 Moelis 5.34 Bn 5.32 Bn - 1.29 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.29 Bn
Dec 31, 2025 1.74 Bn
Sep 30, 2025 1.52 Bn
Jun 30, 2025 1.34 Bn
Mar 31, 2025 1.21 Bn
Dec 31, 2024 1.38 Bn
Sep 30, 2024 1.15 Bn
Jun 30, 2024 1.05 Bn
Mar 31, 2024 1.01 Bn
Dec 31, 2023 1.18 Bn
Sep 30, 2023 1.12 Bn
Jun 30, 2023 1.02 Bn
Mar 31, 2023 989.03 Mn
Dec 31, 2022 1.22 Bn
Sep 30, 2022 1.16 Bn
Jun 30, 2022 1.12 Bn
Mar 31, 2022 1.10 Bn
Dec 31, 2021 1.56 Bn
Sep 30, 2021 1.42 Bn
Jun 30, 2021 1.11 Bn