BNY Pershing

Growth Solutions

Programs and expertise that help you attract advisors, grow your practice and support evolving wealth, trust and legacy needs.

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What we do

OUR VALUE

Launch, scale or transition your practice with programs and expertise designed to unlock the right growth levers, complemented by wealth, trust and legacy capabilities.

How we help

SOLUTION HIGHLIGHTS

01

Advisor Referrals & Breakaway Services

Access our leading network of RIAs and wealth platforms to explore expanding your existing wealth business or partnering with a new team. We offer placement and consulting services tailored to breakaway advisors and emerging firms.

02

Business Consulting & Strategic Guidance

Tap into a community of experts, insights and events designed to help you solve business challenges, sharpen your strategy and grow with confidence.

03

Specialized Capabilities

Deepen your offering and expertise to support estate, philanthropic and trust related needs and grow stronger, longer term client relationships.

What we offer

PRODUCTS & SERVICES

Advisor Growth Network
Estate, Philanthropy, Education & Health Savings
Category
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Advisor Growth Network
Estate, Philanthropy, Education & Health Savings

Make the right connection at the right time. Join our premier community of wealth management experts and resources for compelling connections, leading-edge tools, insightful advice and networking opportunities that empower you to thrive.

Explore advisor resources
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Support estate planning with trust solutions, enable strategic giving through philanthropic offerings including donor‑advised funds, and provide tax‑advantaged education and health savings strategies backed by integrated tools and technology.

Explore Trust Solutions
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Explore Philanthropy Solutions
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Explore Education & Health Savings Solutions
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What you gain

BENEFITS AT A GLANCE

Connect With the Right Experts

Get matched with trusted experts who are ready to help you solve specific business challenges and unlock new growth levers.

Access Exclusive Events & Resources

Join curated workshops, webinars and summits designed to help you grow, network and stay ahead in a fast-moving industry.

Support Long Term Client Planning

Help clients plan beyond today with solutions that reinforce trust, continuity and confidence across estate and philanthropic decisions.

By the numbers

MARKET LEADERSHIP

$3.3T

global client assets1

$3B

net capital2

100K

professionals use our technology platform

1K

clients in 30 countries

8.6M

global investor accounts

63

clearing and custody markets

46

trading and conversion currencies

As of March 31, 2026, 1Pershing LLC and global affiliates, 2Pershing LLC

READY TO TALK ABOUT WHAT'S NEXT?

Learn more about our platforms and solutions
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Information for Investors

Account Balance Inquiries (201) 413-3333

©2026 Pershing LLC D/B/A BNY Pershing, a BNY company. All rights reserved. 

 

Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of Pershing Group, LLC.  Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and BNY companies. 

 

BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Brokerage custody provided by Pershing LLC, member FINRA , NYSE , SIPC , a BNY company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. Products and services described herein are intended for financial professional use.

 

Investment products are not insured by the FDIC, are not deposits and may lose value.

 

Information provided is for informational and educational purposes only and is not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Investing involves risk, including the possible loss of principal invested. Pershing does not provide legal or tax advice. Past performance is no guarantee of future results.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing.

 

The use of the firm’s platforms and technology may be affected by factors such as trading volume, market conditions, system performance and/or other factors. Pershing actively monitors the technology environment and endeavors to resolve issues promptly through various means.

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