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BNY MELLON ADVISORS, INC.
CRD 106108File 801-52378
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$33.48B
Top 10% of cohort (national)
Discretionary AUM
$33.21B
Non-discretionary $271.7M
Clients
125,701
163,433 accounts
Employees
66
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 15, 1996
- Principal office
- 200 PARK AVENUE, NEW YORK, NY, 10166
- Phone
- 212-495-1784
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $33.48B
- Discretionary AUM
- $33.21B
- Non-discretionary AUM
- $271.7M
- Discretionary accounts
- 163,432
- Non-discretionary accounts
- 1
- Total accounts
- 163,433
- AUM per client
- $266K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 409 | $452.0M |
| Charitable organizations | 243 | $594.4M |
| Other investment advisers | Fewer than 5 | $223.3M |
| High net worth individuals | 4,358 | $7.86B |
| Banking or thrift institutions | Fewer than 5 | $271.7M |
| Pension and profit sharing plans | 472 | $160.9M |
| State or municipal government entities | Fewer than 5 | $528K |
| Individuals (other than high net worth individuals) | 120,219 | $23.66B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ASSET BASED FEES RELATED TO MODEL DELIVERY AND BNY ADVISOR MATCH
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.