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Revenue from Contracts with Customers - Disaggregated Revenue (Details) - USD ($)
$ in Millions
 3 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Revenue disaggregated by segment    
Total revenues $ 4,481 $ 4,325
Banking and deposit interest expense (127) (179)
Total net revenues 4,354 4,146
Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 2,602 2,399
Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 522 506
Reportable segments    
Revenue disaggregated by segment    
Revenue from contracts with customers 3,333 3,104
Revenue from other sources 1,460 1,531
Total revenues 4,793 4,635
Banking and deposit interest expense (135) (187)
Total net revenues 4,658 4,448
Reportable segments | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 2,470 2,262
Reportable segments | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 530 530
Reportable segments | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 134 141
Reportable segments | Asset Management: Model Delivery    
Revenue disaggregated by segment    
Revenue from contracts with customers 22 18
Reportable segments | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 1,515 1,303
Reportable segments | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 110 112
Reportable segments | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 159 158
Reportable segments | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 789 777
Reportable segments | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 269 252
Reportable segments | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 364 370
Reportable segments | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 36 50
Reportable segments | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 120 105
Reportable segments | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 74 65
Reportable segments | Advice & Wealth Management    
Revenue disaggregated by segment    
Revenue from contracts with customers 2,401 2,167
Revenue from other sources 508 572
Total revenues 2,909 2,739
Banking and deposit interest expense (127) (179)
Total net revenues 2,782 2,560
Reportable segments | Advice & Wealth Management | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 1,719 1,509
Reportable segments | Advice & Wealth Management | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Advice & Wealth Management | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Advice & Wealth Management | Asset Management: Model Delivery    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Advice & Wealth Management | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 1,515 1,303
Reportable segments | Advice & Wealth Management | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 110 112
Reportable segments | Advice & Wealth Management | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 94 94
Reportable segments | Advice & Wealth Management | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 613 598
Reportable segments | Advice & Wealth Management | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 214 196
Reportable segments | Advice & Wealth Management | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 243 247
Reportable segments | Advice & Wealth Management | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 36 50
Reportable segments | Advice & Wealth Management | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 120 105
Reportable segments | Advice & Wealth Management | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 69 60
Reportable segments | Asset Management    
Revenue disaggregated by segment    
Revenue from contracts with customers 835 839
Revenue from other sources 11 16
Total revenues 846 855
Banking and deposit interest expense 0 0
Total net revenues 846 855
Reportable segments | Asset Management | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 736 739
Reportable segments | Asset Management | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 530 530
Reportable segments | Asset Management | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 134 141
Reportable segments | Asset Management | Asset Management: Model Delivery    
Revenue disaggregated by segment    
Revenue from contracts with customers 22 18
Reportable segments | Asset Management | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Asset Management | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Asset Management | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 50 50
Reportable segments | Asset Management | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 94 95
Reportable segments | Asset Management | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 55 56
Reportable segments | Asset Management | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 39 39
Reportable segments | Asset Management | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Asset Management | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Asset Management | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 5 5
Reportable segments | Retirement & Protection Solutions    
Revenue disaggregated by segment    
Revenue from contracts with customers 97 98
Revenue from other sources 829 814
Total revenues 926 912
Banking and deposit interest expense 0 0
Total net revenues 926 912
Reportable segments | Retirement & Protection Solutions | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 15 14
Reportable segments | Retirement & Protection Solutions | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Asset Management: Model Delivery    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 15 14
Reportable segments | Retirement & Protection Solutions | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 82 84
Reportable segments | Retirement & Protection Solutions | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 82 84
Reportable segments | Retirement & Protection Solutions | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Revenue from other sources 112 129
Total revenues 112 129
Banking and deposit interest expense (8) (8)
Total net revenues 104 121
Reportable segments | Corporate & Other | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Asset Management: Model Delivery    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Non-operating    
Revenue disaggregated by segment    
Revenue from other sources 49 49
Total revenues 49 49
Total net revenues 49 49
Operating segments and non-operating    
Revenue disaggregated by segment    
Revenue from other sources 1,509 1,580
Total revenues 4,842 4,684
Total net revenues 4,707 4,497
Intersegment eliminations    
Revenue disaggregated by segment    
Total net revenues (349) (348)
Intersegment eliminations | Advice & Wealth Management    
Revenue disaggregated by segment    
Total net revenues (222) (225)
Intersegment eliminations | Asset Management    
Revenue disaggregated by segment    
Total net revenues (26) (24)
Intersegment eliminations | Retirement & Protection Solutions    
Revenue disaggregated by segment    
Total net revenues (109) (106)
Intersegment eliminations | Corporate & Other    
Revenue disaggregated by segment    
Total net revenues 8 7
Segment reconciling items    
Revenue disaggregated by segment    
Total net revenues (4) (3)
Eliminations and reconciling items    
Revenue disaggregated by segment    
Total net revenues (353) (351)
Operating segments excluding intersegment elimination    
Revenue disaggregated by segment    
Total net revenues 4,309 4,100
Operating segments excluding intersegment elimination | Advice & Wealth Management    
Revenue disaggregated by segment    
Total net revenues 2,560 2,335
Operating segments excluding intersegment elimination | Asset Management    
Revenue disaggregated by segment    
Total net revenues 820 831
Operating segments excluding intersegment elimination | Retirement & Protection Solutions    
Revenue disaggregated by segment    
Total net revenues 817 806
Operating segments excluding intersegment elimination | Corporate & Other    
Revenue disaggregated by segment    
Total net revenues 112 128
Corporate and reconciling items    
Revenue disaggregated by segment    
Total net revenues $ 45 $ 46