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Revenue from Contracts with Customers - Disaggregated Revenue (Details) - USD ($)
$ in Millions
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Revenue disaggregated by segment        
Total revenues $ 4,893 $ 4,560 $ 13,864 $ 13,277
Banking and deposit interest expense (102) (163) (344) (514)
Total net revenues 4,791 4,397 13,520 12,763
Management and financial advice fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 2,811 2,573 8,013 7,428
Distribution fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 539 513 1,563 1,524
Reportable segments        
Revenue disaggregated by segment        
Revenue from contracts with customers 3,573 3,298 10,224 9,579
Revenue from other sources 1,640 1,584 4,594 4,648
Total revenues 5,213 4,882 14,818 14,227
Banking and deposit interest expense (111) (170) (369) (536)
Total net revenues 5,102 4,712 14,449 13,691
Reportable segments | Management and financial advice fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 2,676 2,429 7,614 7,013
Reportable segments | Asset Management: Retail        
Revenue disaggregated by segment        
Revenue from contracts with customers 557 540 1,602 1,592
Reportable segments | Asset Management: Institutional        
Revenue disaggregated by segment        
Revenue from contracts with customers 140 143 405 424
Reportable segments | Asset Management: Model Delivery        
Revenue disaggregated by segment        
Revenue from contracts with customers 24 21 69 60
Reportable segments | Advisory fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 1,664 1,451 4,696 4,115
Reportable segments | Financial planning fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 120 111 350 333
Reportable segments | Transaction and other fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 171 163 492 489
Reportable segments | Distribution fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 827 799 2,391 2,364
Reportable segments | Mutual funds        
Revenue disaggregated by segment        
Revenue from contracts with customers 285 266 819 773
Reportable segments | Insurance and annuity        
Revenue disaggregated by segment        
Revenue from contracts with customers 395 394 1,136 1,148
Reportable segments | Off-balance sheet brokerage cash        
Revenue disaggregated by segment        
Revenue from contracts with customers 21 32 82 122
Reportable segments | Other products        
Revenue disaggregated by segment        
Revenue from contracts with customers 126 107 354 321
Reportable segments | Other revenues        
Revenue disaggregated by segment        
Revenue from contracts with customers 70 70 219 202
Reportable segments | Advice & Wealth Management        
Revenue disaggregated by segment        
Revenue from contracts with customers 2,595 2,339 7,407 6,751
Revenue from other sources 497 566 1,516 1,709
Total revenues 3,092 2,905 8,923 8,460
Banking and deposit interest expense (102) (163) (344) (514)
Total net revenues 2,990 2,742 8,579 7,946
Reportable segments | Advice & Wealth Management | Management and financial advice fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 1,886 1,659 5,342 4,739
Reportable segments | Advice & Wealth Management | Asset Management: Retail        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Advice & Wealth Management | Asset Management: Institutional        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Advice & Wealth Management | Asset Management: Model Delivery        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Advice & Wealth Management | Advisory fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 1,664 1,451 4,696 4,115
Reportable segments | Advice & Wealth Management | Financial planning fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 120 111 350 333
Reportable segments | Advice & Wealth Management | Transaction and other fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 102 97 296 291
Reportable segments | Advice & Wealth Management | Distribution fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 642 614 1,858 1,820
Reportable segments | Advice & Wealth Management | Mutual funds        
Revenue disaggregated by segment        
Revenue from contracts with customers 227 209 653 604
Reportable segments | Advice & Wealth Management | Insurance and annuity        
Revenue disaggregated by segment        
Revenue from contracts with customers 268 266 769 773
Reportable segments | Advice & Wealth Management | Off-balance sheet brokerage cash        
Revenue disaggregated by segment        
Revenue from contracts with customers 21 32 82 122
Reportable segments | Advice & Wealth Management | Other products        
Revenue disaggregated by segment        
Revenue from contracts with customers 126 107 354 321
Reportable segments | Advice & Wealth Management | Other revenues        
Revenue disaggregated by segment        
Revenue from contracts with customers 67 66 207 192
Reportable segments | Asset Management        
Revenue disaggregated by segment        
Revenue from contracts with customers 874 859 2,522 2,529
Revenue from other sources 32 23 60 56
Total revenues 906 882 2,582 2,585
Banking and deposit interest expense 0 0 0 0
Total net revenues 906 882 2,582 2,585
Reportable segments | Asset Management | Management and financial advice fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 773 756 2,228 2,230
Reportable segments | Asset Management | Asset Management: Retail        
Revenue disaggregated by segment        
Revenue from contracts with customers 557 540 1,602 1,592
Reportable segments | Asset Management | Asset Management: Institutional        
Revenue disaggregated by segment        
Revenue from contracts with customers 140 143 405 424
Reportable segments | Asset Management | Asset Management: Model Delivery        
Revenue disaggregated by segment        
Revenue from contracts with customers 24 21 69 60
Reportable segments | Asset Management | Advisory fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Asset Management | Financial planning fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Asset Management | Transaction and other fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 52 52 152 154
Reportable segments | Asset Management | Distribution fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 98 98 283 289
Reportable segments | Asset Management | Mutual funds        
Revenue disaggregated by segment        
Revenue from contracts with customers 58 57 166 169
Reportable segments | Asset Management | Insurance and annuity        
Revenue disaggregated by segment        
Revenue from contracts with customers 40 41 117 120
Reportable segments | Asset Management | Off-balance sheet brokerage cash        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Asset Management | Other products        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Asset Management | Other revenues        
Revenue disaggregated by segment        
Revenue from contracts with customers 3 5 11 10
Reportable segments | Retirement & Protection Solutions        
Revenue disaggregated by segment        
Revenue from contracts with customers 104 101 294 299
Revenue from other sources 998 872 2,670 2,514
Total revenues 1,102 973 2,964 2,813
Banking and deposit interest expense 0 0 0 0
Total net revenues 1,102 973 2,964 2,813
Reportable segments | Retirement & Protection Solutions | Management and financial advice fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 17 14 44 44
Reportable segments | Retirement & Protection Solutions | Asset Management: Retail        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Retirement & Protection Solutions | Asset Management: Institutional        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Retirement & Protection Solutions | Asset Management: Model Delivery        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Retirement & Protection Solutions | Advisory fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Retirement & Protection Solutions | Financial planning fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Retirement & Protection Solutions | Transaction and other fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 17 14 44 44
Reportable segments | Retirement & Protection Solutions | Distribution fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 87 87 250 255
Reportable segments | Retirement & Protection Solutions | Mutual funds        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Retirement & Protection Solutions | Insurance and annuity        
Revenue disaggregated by segment        
Revenue from contracts with customers 87 87 250 255
Reportable segments | Retirement & Protection Solutions | Off-balance sheet brokerage cash        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Retirement & Protection Solutions | Other products        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Retirement & Protection Solutions | Other revenues        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 (1) 1 0
Revenue from other sources 113 123 348 369
Total revenues 113 122 349 369
Banking and deposit interest expense (9) (7) (25) (22)
Total net revenues 104 115 324 347
Reportable segments | Corporate & Other | Management and financial advice fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Asset Management: Retail        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Asset Management: Institutional        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Asset Management: Model Delivery        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Advisory fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Financial planning fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Transaction and other fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Distribution fees        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Mutual funds        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Insurance and annuity        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Off-balance sheet brokerage cash        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Other products        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 0 0 0
Reportable segments | Corporate & Other | Other revenues        
Revenue disaggregated by segment        
Revenue from contracts with customers 0 (1) 1 0
Non-operating        
Revenue disaggregated by segment        
Revenue from other sources 61 56 154 156
Total revenues 61 56 154 156
Total net revenues 61 56 154 156
Operating segments and non-operating        
Revenue disaggregated by segment        
Revenue from other sources 1,701 1,640 4,748 4,804
Total revenues 5,274 4,938 14,972 14,383
Total net revenues 5,163 4,768 14,603 13,847
Intersegment eliminations        
Revenue disaggregated by segment        
Total net revenues (369) (367) (1,072) (1,075)
Intersegment eliminations | Advice & Wealth Management        
Revenue disaggregated by segment        
Total net revenues (239) (237) (689) (698)
Intersegment eliminations | Asset Management        
Revenue disaggregated by segment        
Total net revenues (27) (24) (78) (71)
Intersegment eliminations | Retirement & Protection Solutions        
Revenue disaggregated by segment        
Total net revenues (113) (113) (330) (327)
Intersegment eliminations | Corporate & Other        
Revenue disaggregated by segment        
Total net revenues 10 7 25 21
Segment reconciling items        
Revenue disaggregated by segment        
Total net revenues (3) (4) (11) (9)
Eliminations and reconciling items        
Revenue disaggregated by segment        
Total net revenues (372) (371) (1,083) (1,084)
Operating segments excluding intersegment elimination        
Revenue disaggregated by segment        
Total net revenues 4,733 4,345 13,377 12,616
Operating segments excluding intersegment elimination | Advice & Wealth Management        
Revenue disaggregated by segment        
Total net revenues 2,751 2,505 7,890 7,248
Operating segments excluding intersegment elimination | Asset Management        
Revenue disaggregated by segment        
Total net revenues 879 858 2,504 2,514
Operating segments excluding intersegment elimination | Retirement & Protection Solutions        
Revenue disaggregated by segment        
Total net revenues 989 860 2,634 2,486
Operating segments excluding intersegment elimination | Corporate & Other        
Revenue disaggregated by segment        
Total net revenues 114 122 349 368
Corporate and reconciling items        
Revenue disaggregated by segment        
Total net revenues $ 58 $ 52 $ 143 $ 147