Registered Investment Advisors

As a leading custodian for elite advisory firms, BNY Mellon’s Pershing helps RIA clients choose what’s best for their businesses and their clients, supporting them as they grow, protect, leverage and transfer wealth.

As part of the world’s largest custodial bank, we offer clients exclusive access to extensive global resources and a comprehensive suite of innovative wealth solutions. Our broad spectrum of products and solutions—delivered via an integrated technology platform—feature in-demand, carefully vetted fintech offerings that help RIAs like you build a truly unique client experience.

A dedicated service team, from onboarding through the entire relationship, allows you to focus on what matters most: your clients. As a purely business-to-business provider for RIAs, we provide an unconflicted business model that offers access to the best people and practices across our enterprise, all dedicated to our clients’ success.