About Us

Advisor in Transition is brought to you by Pershing LLC.

The Advisor in Transition program offers wirehouse advisors a one-stop resource for objective career transition information. Through the Advisor in Transition web site, wirehouse advisors can access innovative tools, industry insights and information, and support that addresses critical business decisions ranging from selecting the appropriate affiliation model, corporate structure, and staffing plans, to operational and technological needs and strategies for competitive differentiation.

One of the highlights of the program is the access to objective guidance from industry specialists. Wirehouse advisors will have the ability to directly contact the specialists in confidence as they evaluate the business model options. Also included in the program is a Business Model Evaluator tool, which enables wirehouse advisors to find the right affiliation model that matches their profile and preferences and helps them decide if they are ready to launch a new business.

Thinking of Starting Your Own Firm?

You want your business to achieve its maximum potential. That is why you need a partner who delivers maximum support—a partner like Pershing, committed to helping you grow your business without limits.

Leadership
Pershing is the industry's largest global business solutions provider, with more customers who clear with us than with any other firm. We offer unequaled experience built over seven decades of serving financial organizations of every size and business model.

Strength
You can gain confidence from our financial position. Pershing has $952.0 billion* in assets held in custody. Our parent company, BNY Mellon, has $25.8 trillion* in assets under custody and administration.

Scale
Pershing's market leadership enables us to make an exceptional investment in your success. We offer state-of-the-art technology, a highly reliable and scalable infrastructure, and a host of innovative products and services to help you expand your offering.

Commitment
We exclusively serve financial organizations, money managers, and registered investment advisors, with no retail lines of business to distract us, and no proprietary trading for our own book of business. Our success completely depends on yours.

Service
Our story begins and ends with our people. Pershing invests in a high-touch, dedicated service model, and takes a consultative approach to helping you succeed. Our long associate tenures let you build lasting relationships with experienced professionals who know your business.

Global Reach
We are the industry's largest global outsourcing provider, serving more than 300 international financial organizations and doing business in more than 60 markets. Turn to us for a one-stop, full-service global solution with integrated, multicurrency clearing and execution, plus a full range of global resources.

*As of December 31, 2011.