Registered Investment Advisor Solutions

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

RIA Solutions

You are an advisor with a vision. You are determined to grow, to recruit the industry’s best talent, and to build a firm that meets the highest standards of professionalism. You want to serve the most discerning high-net-worth and ultra-high-net-worth clients—and help them solve their most complex financial challenges.

At Pershing Advisor Solutions LLC, our mission is to help advisory firms efficiently manage their businesses and excel at serving their sophisticated, high-net-worth clients. As the New Model CustodianSM, we have rebuilt our business from the ground up and introduced a new blueprint for how advisors are served. We help investment managers, wealth managers and family offices thrive in today’s dramatically changed industry environment.

By working with Pershing Advisor Solutions LLC, you can also benefit from the unique strength and global resources of Pershing LLC and BNY Mellon. Together, we offer a single-service integrated bank and brokerage custody experience. Through Pershing Advisor Solutions, you can also access credit solutions from BNY Mellon N.A., allowing you to provide a comprehensive approach to managing your clients' wealth. 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.

• Operational Support—Streamline your operational processes with tailored solutions from the industry's largest provider of operational support
• Trading Services—Gain a competitive edge and expand your practice globally with our comprehensive trading services, proven execution quality and dedicated support
• Flexible Technology—Be assured that the systems and software that drive your business are the most integrated, efficient, reliable and leading-edge
• Investment Solutions—Offer your high-net-worth and ultra-high-net worth clients access to a comprehensive array of wealth management solutions from private banking and cash management to retirement planning
• Practice Management—Get practical solutions to your most pressing business challenges: growth, operational efficiency, human capital and risk management
• Service Excellence—Enjoy our consultative and customized approach to service which includes a dedicated team focused on achieving your business objectives and one point of contact for your bank and brokerage custody needs

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.

Contact us to discover the groundbreaking innovations that make Pershing Advisor Solutions the New Model Custodian, and learn how we can help you grow your business without limits.