Growth & Support Solutions

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What we do

OUR VALUE

Launch, scale or transition your practice with our proven solutions designed to help RIAs and breakaway advisors unlock the right growth levers.

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.

What we offer

PRODUCTS & SERVICES

Our Growth & Support Solutions are designed to help you scale with purpose. From strategic connections to curated development resources, we offer tools that support your business at every stage.

Explore advisor resouces
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Advisor Growth Network
Advisor Enablement Resources
Category
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Advisor Growth Network
Advisor Enablement Resources

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.

Activate a new source of organic growth through our AI-powered investor referral platform which combines intelligent matching with the reach of the BNY network to connect you with individuals actively seeking advisory relationships.

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.

Receive the Latest Research & Insights

Stay informed with timely thought leadership, strategic guidance and industry trends from top minds across wealth management.

By the numbers

MARKET LEADERSHIP*

$3T

global client assets1

$2B

net capital2

100K

professionals

1K

clients served in 30 countries

8M

global investor accounts served

64

clearing and custody markets

46

trading and conversion currencies

*As of September 30, 2025, 1Pershing LLC and its global affiliates,2Pershing LLC

READY TO TALK ABOUT WHAT'S NEXT?

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Information for Investors

Account Balance Inquiries (201) 413-3333

©2025 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.

 

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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