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 clientsand 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.Comprehensive Advisor Solutions
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.