Your Journey With Us Starts Here

Let us help you manage your business more efficiently so you can serve your clients more effectively

At Pershing Advisor Solutions, a BNY Mellon company, our sole mission is to provide top tier advisory firms like yours with the right resources to run your professionally managed business.

Listen below to how we help investment managers, wealth managers and family offices thrive in today’s dramatically changed industry environment. Also, to help you get started, download our complimentary whitepaper, Refining Your Firm's Approach to the High-Net-Worth Market.

We are invested in your journey.


A Partner, Not a Vendor

Edge Capital has progressed much faster than the average RIA growth to become one of the nation’s premier RIAs. Watch Edge executives discuss their approach to growth, client service and the selection of a provider like Pershing Advisor Solutions.

A Multigenerational Approach

When advisors choose to go independent, it is important for them to think like business owners. Watch Pathstone executives discuss how Pershing Advisor Solutions has been part of their remarkable story of transitioning to an independent, multifamily office.

The High-Net-Worth Opportunity

Advisory firms serving high-net-worth (HNW) investors understand the breadth of business changes that are required to be successful. Hear Gabriel Garcia, Managing Director & Head of Relationship Management for Pershing Advisor Solutions, share insights on how advisory firms are meeting the complex and unique needs of this audience.

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