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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 79 | 66 | decreased by13 |
| Apr 1, 2026 | Clients | 95,863 | 125,701 | increased by29,838 |
| Apr 1, 2026 | AUM | $23,959,697,127 | $33,478,488,988 | increased by$9,518,791,861 |
| Apr 1, 2026 | Accounts | 122,578 | 163,433 | increased by40,855 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 79 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38,607 | 95,863 | increased by57,256 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,405,512,178 | $23,959,697,127 | increased by$9,554,184,949 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 46,728 | 122,578 | increased by75,850 |
| Apr 1, 2022 | Employees | 33 | 31 | decreased by2 |
| Apr 1, 2022 | Clients | 32,644 | 38,607 | increased by5,963 |
| Apr 1, 2022 | AUM | $9,776,965,545 | $14,405,512,178 | increased by$4,628,546,633 |
| Apr 1, 2022 | Accounts | 38,838 | 46,728 | increased by7,890 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BNY MELLON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BNY MELLON” may also match similarly-named firms). Confirm identity against each filing.
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.