2024 Elite Advisor Survey

2024 Elite Advisor Survey

MAY 09, 2024


For nearly every advisory firm, growth and scale are top priorities. But where does private equity fit in? And how are firms preparing for the next generation? At the 2024 Elite Advisor Summit, we polled over 100 of the industry’s top advisors to get their thoughts on these important topics. Download our infographic to find out more. 

Next-level Insights From the Nation’s Top Advisors

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BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.


Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. 


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