Moelis (MC) Assets Average (2014 - 2026)
Moelis (MC) recorded quarterly Assets Average of $1.5 billion in Q1 2026, down 7.0% quarter-over-quarter from $1.6 billion in Q4 2025, and up 17.19% on a YoY basis from $1.3 billion in Q1 2025.
Moelis (MC) Assets Average (2014 - 2026) Analysis & Trends
Moelis' Assets Average history runs 13 years deep, the most recent figure standing at $1.5 billion for Q1 2026.
- In Q1 2026, Assets Average rose 17.19% year-over-year to $1.5 billion; the TTM figure through Mar 2026 stood at $1.5 billion (up 17.19% YoY), while the FY2025 annual figure was $1.6 billion, up 21.92% from the prior year.
- Assets Average was $1.5 billion for Q1 2026 at Moelis, down from $1.6 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $1.6 billion in Q4 2025 to a low of $1.0 billion in Q2 2023.
- Historically, Assets Average has averaged $1.2 billion across 5 years, with a median of $1.2 billion in 2023.
- The sharpest annual moves came in 2022 and 2025: Assets Average slipped 20.16% in 2022, then advanced 29.76% in 2025.
- A 5-year view of Assets Average shows it stood at $1.2 billion in 2022, then dropped by 3.16% to $1.2 billion in 2023, then climbed by 10.08% to $1.3 billion in 2024, then increased by 28.67% to $1.6 billion in 2025, then retreated by 7.0% to $1.5 billion in 2026.
- The last three Assets Average figures came in at $1.5 billion (Q1 2026), $1.6 billion (Q4 2025), and $1.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 1,500.84 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 1,934.75 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 492.16 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 41.81 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 210.99 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 18.66 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 8.24 Bn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 79.62 Bn |
| 10 | Moelis | 5.18 Bn | 5.16 Bn | - | 1.51 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.51 Bn |
| Dec 31, 2025 | 1.63 Bn |
| Sep 30, 2025 | 1.43 Bn |
| Jun 30, 2025 | 1.27 Bn |
| Mar 31, 2025 | 1.29 Bn |
| Dec 31, 2024 | 1.27 Bn |
| Sep 30, 2024 | 1.10 Bn |
| Jun 30, 2024 | 1.03 Bn |
| Mar 31, 2024 | 1.10 Bn |
| Dec 31, 2023 | 1.15 Bn |
| Sep 30, 2023 | 1.07 Bn |
| Jun 30, 2023 | 1.00 Bn |
| Mar 31, 2023 | 1.10 Bn |
| Dec 31, 2022 | 1.19 Bn |
| Sep 30, 2022 | 1.14 Bn |
| Jun 30, 2022 | 1.11 Bn |
| Mar 31, 2022 | 1.33 Bn |
| Dec 31, 2021 | 1.49 Bn |
| Sep 30, 2021 | 1.26 Bn |
| Jun 30, 2021 | 1.09 Bn |