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Pershing

Let’s turn possibilities into probabilities.

Thinking of transitioning your financial advisory practice? Breaking away doesn't have to mean going it alone. Whether starting your own firm or joining an existing one, we consider everything to help you evaluate your options and considerations for evolving to a new business model. Pershing offers the support, solutions and insights you need to establish and structure your business and map out a long-term strategic vision to build an enduring firm.

If you are considering a future as an independent RIA, we can help you move forward with confidence and guide you through the important decisions to consider when making a move.

Start your path to independence with the right custodian.

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When you choose Pershing as your custodian, you can rely on our expertise to provide you:

Choice, flexibility and freedom

Our technology platform and end-to-end solutions deliver advisory firms the choice and flexibility they need to build a truly unique client experience

High-touch service

Dedicated service from tenured industry professionals before, during and after your transition. Our transition specialists collaborate closely with you to develop a customized plan that is tailored to your business goals and ensures a seamless transition for your clients

Industry-leading business and technology consulting solutions

Experienced consultants and unique analytical tools bring you a competitive edge, increase efficiencies and help grow your business

Solely focused on your success

As a pure business-to-business custodian, we compete for you, not against you

Strength, stability and resiliency

A trusted and proven partner and part of the nation’s oldest financial institution —BNY Mellon—one of the eight systemically important banks in the United States with $35 trillion+ in assets

Start your path to independence with the right custodian. Contact us to get started now.