Advisors to Individuals & Families

We understand and respect your role in furthering our mutual clients' goals.

Working with you to uncover your clients’ issues and opportunities allows us to identify where we can help.To that end, our wealth management professionals form strong working partnerships with our clients' attorneys, accountants and other trusted advisors helping to ensure that each client's strategy is both comprehensive and seamlessly executed.

Want to learn more?

We’ll connect you with an expert who can introduce you to services that are right for your clients.

Access to Knowledge

Our experts work with families every day who are dealing with the same issues as your clients. We'll work with you to deliver unique ideas and insights to further your clients' goals.

Achieving Outcomes

Our partnership can be measured by strengthened relationships between you and your clients.

Deep Networks

We tailor our vast resources based on your needs. As our partner, you have access to our comprehensive network of expertise, knowledge and relationships.


Best Private Bank for Customer Service in the United States 2019.1


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

    Global Private Banking Awards 2019- Financial Times publications Professional Wealth Management and The Banker

  • 2

    BNY Mellon Wealth Management's 2018 Client Satisfaction Survey

  • 3

    As of September 30, 2019

Learn more about what it's like to be a client.
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Why partner with BNY Mellon Wealth Management?

Discover how we can help you and your clients. Complete our contact form and we’ll connect you with an expert.