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BNY MELLON ADVISORS, INC.
CRD 106108 · SEC 801-52378
200 PARK AVENUE, NEW YORK, NY, 10166, United States
Phone
212-495-1784
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$33.48B
Discretionary AUM
$33.21B
Team
66 total employees; 44 advisory reps; 22 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees; ASSET BASED FEES RELATED TO MODEL DELIVERY AND BNY ADVISOR MATCH
Org form
Corporation
Filing date
2026-05-28
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersMUTUAL FUND SCREENING, MODEL PORTFOLIO DELIVERY, MANAGER RESEARCH
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120219 | $23.66B |
| High net worth individuals | 4358 | $7.86B |
| Pension/profit sharing plans | 472 | $160.9M |
| Charitable organizations | 243 | $594.4M |
| Corporations/business entities | 409 | $452.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD