Your goal is to deliver the investments your clients expect—along with the business performance your practice needs to succeed.
We are a new breed of custodian—exclusively dedicated to supporting growth-minded advisors like you who serve clients with complex financial needs.
We provide an unbiased, one-stop gateway to highly sophisticated solutions for your wealthy and ultra-wealthy clients. You can gain access to global execution across equities and fixed income securities in over 60 markets, either through our seasoned trading desks or using our advanced electronic trading tools, seamlessly integrated with your portfolio management system. Our platform provides you a groundbreaking choice of bank or brokerage custody for each high-net-worth client and access to private banking solutions from BNY Mellon.
We also can help you reach your most important business goals—including profitability, growth and scale. Our comprehensive practice management program can help you compete for top talent, manage human capital effectively and increase the efficiency of your business.
Learn how Pershing Advisor Solutions can help you become your clients’ most trusted advisor—and build a business that lasts.
Pershing Advisor Solutions LLC, member FINRA, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Clearing, custody or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Bank custody and private banking solutions are provided by BNY Mellon, N.A., member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation. Except with respect to uninvested cash held in a bank deposit account chosen by client as part of a sweep election, assets custodied at BNY Mellon, N.A. are segregated from the general assets of BNY Mellon, N.A.