Registered Investment Advisor Services

At Pershing Advisor Solutions LLC you'll find a firm committed to serving large advisors and institutions, with no proprietary retail channel. We bring undivided focus, a deep understanding of your business challenges and proven thought and technology leadership in a rapidly-changing industry. You can turn to us for a comprehensive range of institutional-quality outsourcing solutions to meet virtually every need, combined with a uniquely consultative, custom-tailored approach. Pershing Advisor Solutions is committed to supporting your business without limits.

Resources as Expansive as Your Needs

We deliver a full range of services tailored specifically for registered investment advisors (RIAs). These services include online and real-time access to account activity, including the ability to review information on an intraday, prior-day or weekly basis.

Commitment Without Compromise

By tailoring our solutions according to the way you do business, we help you serve your clients better. In addition to advanced tools for information consolidation and sophisticated portfolio reporting, we offer a range of capabilities that enable you to consolidate client assets onto one platform while helping your clients achieve their financial goals.

Pershing Advisor Solutions LLC, member FINRA, SIPC. Clearing, custody, or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC.