CRD: 106108
BNY Mellon Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-15-1996
- Office Locations
- 2
Office Locations
About BNY Mellon Advisors, Inc.
BNY Advisors operates within BNY’s global market infrastructure, delivering wealth and investment management plus custody, clearing, collateral, payments, execution, financing, and fund/investor servicing. It serves retail and institutional clients and connects to Pershing wealth services. Investment exposure includes ETFs and public funds, with capabilities spanning managed accounts, cloud-native data/analytics, and digital-asset connectivity across 100+ markets.
Reported data analysis
What the numbers show
Between December 26, 2025 and May 28, 2026, reported AUM increased 39.7%, from $24.0B to $33.5B.
Across 5 reported observations, AUM increased 132.4% between May 23, 2022 and May 28, 2026, from $14.4B to $33.5B.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 44 advisory representatives and 125,723 clients, or 2,857.3 clients per representative. That equates to $266.3K in reported AUM per client.
The profile lists 2 reported office locations and 30 years in operation. The source data was last updated on May 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full BNY Mellon Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID JOHN DIPETRILLO
Chief Executive Officer, DIRECTOR, EXECUTIVE VICE PRESIDENT, Manager, VICE PRESIDENT
- CRD
- #4904926
- Ownership
- Less than 5%
KIMBERLY ANN MACKENZIE-PERMAN
Chief Financial Officer, DIRECTOR, Manager
- CRD
- #4576869
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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TERESA BYRNE
Vice President
- CRD
- #5337742
PRESTON ROY CALDWELL
--
- CRD
- #4122884
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,206,739,506 | $203,184 |
| Non-Discretionary | $271,749,482 | $271,749,482 |
| Total | $33,478,488,988 | $204,845 |
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Separately Managed Accounts
SMA allocation detail is available
BNY Mellon Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
BNY Mellon Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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