Registered Investment Advisors (RIAs)

Position Your Firm for Growth

As sophisticated clients expect more, advisors need access to world-class services and solutions to drive their competitive advantage and growth. Our Wealth Solutions business can help.

Differentiate your firm and stand out with the scale and cutting-edge solutions you need to innovate and grow your business. No matter your business model or firm type, you can rely on Pershing as your trusted partner for guidance to keep your business in step with—and ahead of—industry trends.

Benefit from personalized, dedicated service

Your business is managed by a dedicated service team of professionals who understand your business. Our high-touch service model brings you the expertise you need, when you need it, to solve your most critical challenges.

Deliver customized, digital experiences

As you build the optimal experience for your firm, we’ll be with you at each step, freeing up your time so you can focus on what matters most. Through our deep integrations with leading fintech providers and seamless digital experiences you’ll gain greater efficiency, more flexibility, and deeper insights. Take advantage of:

• The most sought after fintech solutions through an integrated, open flexible platform so you can build your optimal experience
• Streamlined client onboarding to give new clients a superior first impression
• Transparency for your clients via our investor portal to connect them to their wealth

Attract and retain clients with comprehensive market-leading solutions

Draw on the strength and resources of BNY Mellon and Pershing to connect with sophisticated wealth management solutions.

• Become the go-to source for all of your clients’ liquidity needs with one-stop access to private banking solutions from BNY Mellon
• Comprehensive managed account solutions to efficiently manage investments
• Global trading and execution for equities, fixed income and ETFs
• Access to both bank and brokerage custody through a unified technology platform

Drive growth with collaborative consulting

When you are looking for a competitive advantage, our collaborative business consulting process guides you through actionable solutions to help you create a structure ready to capitalize on growth, retain and add value for your clients. We offer in-depth custom-designed consulting programs including:

• Strategic Planning & Unique Value Proposition
• Benchmarking & Metrics
• Human Capital
• Inorganic & Organic Growth

Manage risk with financial strength, stability, and resiliency

Feel confident in the exceptional financial strength of Pershing and BNY Mellon to help you prosper in today’s unpredictable global environment and constantly changing compliance landscape. Rely on our deep expertise as an industry leader to keep you up to speed with regulations and the market. Learn more about our strength and stability.

Ready to accelerate your business growth?

Contact us today to get started.