Investment adviser · CRD 106108
BNY MELLON ADVISORS, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed May 28, 2026
- Regulatory AUM
- $33.5B Form ADV · Item 5.F
- Client accounts
- 163,433 Accounts, not individual clients
- Employees
- 66 Reported in this filing
- Advisory professionals
- 44 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 120,219 | $23,658,305,273 | 70.7% |
| High-net-worth individuals | 4,358 | $7,857,360,507 | 23.5% |
| Charities | 243 | $594,445,664 | 1.8% |
| Corporations & businesses | 409 | $451,963,982 | 1.4% |
| Banks & thrifts | Fewer than 5 | $271,749,482 | 0.8% |
| Other clients | Fewer than 5 | $259,935,269 | 0.8% |
| Other investment advisers | Fewer than 5 | $223,319,602 | 0.7% |
| Retirement plans | 472 | $160,880,848 | 0.5% |
| Government entities | Fewer than 5 | $528,361 | 0.0% |
Filing source
Form ADV 2109171 · May 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
200 PARK AVENUENEW YORK, NY, 10166, United States
CRD 106108
Filing source
Form ADV 2109171 · May 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.