Who we are and how we’re different

200+ years of unrivaled wealth management experience focused on you

Why BNY Mellon Wealth Management?

BNY Mellon has been managing wealth since America began creating it, providing an unparalleled level of service to private clients, family offices, institutions and endowments alike. We’d like to do the same for you.

BNY Mellon Wealth Management clients represent some of the most successful individuals, families and institutions around the world. They often come to us for our results and reputation. But it’s our ability to deliver our capabilities consistently and individually that has brought us the success that matters most—a circle of loyal and highly satisfied clients whose strong relationships stretch across market cycles and generations.

Whether you're happy with your current wealth manager, or considering a search for a new one, get to know why BNY Mellon Wealth Management has a 96% client satisfaction rate.

Contact us


Largest US Wealth Manager.1


Percentage of clients who responded they were "more than satisfied" with BNY Mellon Wealth Management.2


We are among the top financial institutions in the world when it comes to private-client assets under management.3

  • 1

    Barron's, 2018

  • 2

    BNY Mellon Wealth Management's 2018 Client Satisfaction Survey

  • 3

    As of March 31, 2019

Protecting and growing your wealth with customized strategies and services

Big-Picture Portfolios

Integrated strategies that incorporate market trends, personal goals and financial objectives to protect and grow your wealth.

Enduring Stability

Safe, trusted and prosperous since our founding in 1784 by Alexander Hamilton, the first U.S. Treasury Secretary.

True Money Management

We manage your money—not just your account, giving you access to emerging opportunities, visibility into decisions, and control over potential risk, tax and cost implications.

A Client-First Focus

Recommendations driven solely by your needs and objectives, not by commissions or quotas.

Proprietary Tools

User-friendly technology and tools that make it easy to visualize and understand your planning options and potential outcomes.

Unique Expertise

An unrivaled breadth and depth of expertise that comes from being one of the 10 largest wealth managers in the U.S.

Show More Benefits

Our Management Team

The experts who lead our firm–and our industry

The leaders guiding our firm’s vision and shaping our industry’s future

Our Story

Our founder, Alexander Hamilton, had a vision in 1784—we’ve been looking forward ever since

The Buck Started Here

BNY Mellon Wealth Management has been managing wealth since America began creating it. Over our 200+ year history, we have seen times of prosperity, uncertainty and possibility—and have successfully guided our clients through it all. We are known for the unparalleled level of service we provide to private clients, family offices, institutions and endowments alike. We’d like to do the same for you.

Go to our timeline


Acknowledgements, awards and accolades

Why BNY Mellon Wealth Management?

Fill in the quick contact form and we’ll connect you with the right person to discuss your needs.