Wealth Managers

Pershing Serves Wealth Managers

Build a Business That Endures

How can you help wealthy clients simplify their financial lives—while building a business that lasts?

We are a different breed of custodian—exclusively dedicated to supporting growth-minded advisors who serve wealthy and ultra-wealthy clients with complex financial needs. Pershing Advisor Solutions can help you better manage and grow your business.

You have the power of choice. We draw on the strength and resources of Pershing and BNY Mellon to connect you to groundbreaking wealth management solutions. You can choose from bank or brokerage custody programs through a single platform, giving you a revolutionary degree of freedom and efficiency.

Access to private banking features from BNY Mellon, global trading, fully-paid securities lending opportunities, and consolidated wealth reporting from our affiliate Albridge. Working with us, you can access the advanced capabilities you need to become your clients’ most trusted advisor.

Learn more about our Private Banking capabilities. [PDF].

At the same time, we also support your business at every step of the way—from managing a career transition to defining your value proposition to establishing a succession plan.

What We Provide You
  • Exceptional financial strength for your clients' peace of mind
  • A purely business-to-business organization focused exclusively on your success
  • Groundbreaking flexibility to choose bank or brokerage custody through a single platform, so you can efficiently deliver a custom custody solution for each high-net-worth client
  • One-stop access to private banking solutions from BNY Mellon through the Pershing platform
  • A wide range of global investment solutions to meet the highly complex needs of wealthy clients
  • Cutting-edge solutions such as fully-paid securities lending, offering clients new revenue opportunities from their current portfolios
  • An acclaimed, highly efficient advisor workstation, that shaves hours off your day
  • Seamless account opening and onboarding processes
  • Consolidated wealth reporting through our affiliate Albridge
  • One of the industry’s largest thought leadership programs, featuring more than 150 studies and whitepapers
  • Extensive practice management resources to help you manage risk, boost efficiency, optimize human capital and grow your business

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.

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