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Wealth manager, bank-affiliated · New York, NY

BNY Mellon Advisors, Inc.

SEC-registered investment adviser · CRD 106108 · SEC 801-52378

At a glance

BNY Mellon Advisors, Inc. is an SEC-registered investment adviser based in New York, New York, with $33.5 billion in regulatory assets under management as of its Form ADV filed May 28, 2026. Its largest client group by assets is individuals, and it reports 124,577 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 63rd of 8,915 wealth managers and 604th of 17,210 SEC-registered advisers by assets.

Main office 212-495-1784bny.comLinkedInAs filed on Form ADV

Regulatory AUM
$33B
Rank among wealth managers
#63 of 8,915
Rank among all SEC RIAs
#604 of 17,210
Rank in New York
#158 of 2,591
Individual clients
124,577
High-net-worth clients
4,358
Accounts
163,433
Discretionary
99% of AUM
Employees
66
Advisory staff
44
Offices
5

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. BNY PershingAffiliate of the firm$32B

Other RIAs using BNY Pershing

Broker-dealer

Hybrid RIA

BNY Mellon Advisors, Inc. is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: BNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, BNY Mellon Fund Management (luxembourg) S.A., BNY Mellon Investment Management Emea Limited, BNY Mellon Investment Management Hong Kong Limited, BNY Mellon Securities Corporation, BNY Mellon Servicos Financeiros Distribuidora De Titulos E Valores Mobiliarios (dtvm) S.A., Pershing Limited, Pershing (channel Islands) Limited, Pershing Advisor Solutions LLC, Pershing LLC, Pershing Securities Canada Limited, Pershing Securities International Limited, Pershing Securities Limited, Pershing Securities Singapore Private Limited, The Bank of New York Mellon Securities Company Japan, Limited and The Bank of New York Mellon, S.a., Institucion De Banca Multiple.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Individuals120,219$24B71%
High-net-worth individuals4,358$7.9B23%
Charitable organizations243$594M2%
Corporations or other businesses409$452M1%
Banking or thrift institutions–$272M<1%
Other–$260M<1%
Other investment advisers–$223M<1%
Pension and profit sharing plans472$161M<1%
State or municipal government entities–$1M<1%

Disciplinary disclosures

BNY Mellon Advisors, Inc. answers yes to 10 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗bny.com ↗

AtlasMembers

The full record on BNY Mellon Advisors, Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 125 peers of its type and size
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Owners and executives, with titles and stakes
8 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does BNY Mellon Advisors, Inc. manage?

BNY Mellon Advisors, Inc. reports $33.5 billion in regulatory assets under management across 163,433 accounts, 99% of it on a discretionary basis, on its Form ADV filed May 28, 2026.

What kind of firm is BNY Mellon Advisors, Inc.?

BNY Mellon Advisors, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.

Who are BNY Mellon Advisors, Inc.’s clients?

By assets, its largest client types are individuals ($23.7 billion, 120,219 clients); high-net-worth individuals ($7.9 billion, 4,358 clients); charitable organizations ($594 million, 243 clients).

Does BNY Mellon Advisors, Inc. have any disciplinary history?

BNY Mellon Advisors, Inc. answers yes to 10 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is BNY Mellon Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →