Advisors

Transform Your Business
for Growth

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

Broker-Dealers and RIAs

Differentiate your firm 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 to keep your business ahead of industry trends.

Enjoy Personalized, Dedicated Service
 

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
 

We’ll be with you at each step as you build the optimal experience for your firm, 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.

Drive Growth with Collaborative Consulting
 

We’ll be with you at each step as you build the optimal experience for your firm, 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.

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.

BREAKAWAYS

Don't Just Break Away,
Break Through


Today, more and more financial advisors are choosing independence as a Registered Investment Advisor (RIA) – from starting their own firms to joining an existing firm or something in between. If you are thinking of transitioning your business, our Wealth Solutions business can help with the support, solutions and insights you need to establish your business and map out a long-term strategy for success.

Read more in Your Guide to Independence.

Featured Solutions and Resources

Flexible solutions to transform your business.

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Accelerate your growth with the expertise of our team of professionals.

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Thousands of investment choices to meet diverse investor demands, plus a full lineup of resources to help advisors grow their retirement business.

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Ask how we can help transform
your business