At Pershing Advisor Solutions, our mission is to help advisory firms efficiently manage their businesses and excel at serving their sophisticated, high-net-worth clients. We help investment managers, wealth managers and family offices thrive in today’s dramatically changed industry environment.

We are a pure business-to-business provider and offer a highly customized approach, a deep understanding of your business, and a comprehensive range of institutional-quality global solutions to help meet your need.

Our comprehensive solutions include:

  • Operational Support
  • Trading Services
  • Flexible Technology
  • Investment Solutions
  • Practice Management
  • Service Excellence

Whether you are looking to attract assets, improve margins, or take your business in new directions, Pershing Advisor Solutions can turn your vision into reality.

Learn more by visiting the Registered Investment Advisors page.

Our Thinking

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RIA Solutions

You may be a wealth manager, an investment manager, a family office, an advisor in transition or the owner of a large and complex firm. What truly sets you apart is your entrepreneurial spirit.
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Wealth Managers

We are a different breed of custodian—exclusively dedicated to supporting growth-minded advisors who serve wealthy and ultra-wealthy clients with complex financial needs. Pershing Advisor Solutions can help you better manage and grow your business.

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Managed Account Solutions for the RIA

Do you need to get a new wealth management practice up and running, or are you still weighing a transition to an advisory business model?

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