Your first step to
finding the right
financial advisor

Wealth management is not one-size-fits-all. Your financial journey is unique – and your advisor match should be too.


Advisor Match℠ is a complimentary service by BNY Advisors, designed to get you matched with an advisor that truly fits your needs. To get started, fill out the form and a BNY Advisors Investment Adviser Representative will be in touch with you promptly.

Terms and Conditions

BNYA Referral Service Terms & Conditions

Please keep a copy of these Terms & Conditions for your records.

By agreeing to participate in the BNY Advisor Match referral service (the “Service”), you acknowledge and agree to the following Terms & Conditions.

ABOUT US: The Service is offered through BNY Mellon Advisors, Inc. (“BNYA,” “we,” or “us”). BNYA is an investment adviser registered with the United States Securities and Exchange Commission (the “SEC”). BNYA is a wholly owned subsidiary of The Bank of New York Corporation (“BNY Mellon”). BNY Mellon is publicly traded and listed on the New York Stock Exchange (symbol: BK). 

OVERVIEW: The Service is designed for current and prospective clients (“you”) who wish to be referred to a registered investment advisor (“Advisor”) for assistance with their investment needs. When you agree to participate in the Service, BNYA will introduce you to one (1) or more Advisors that custody their client accounts through Pershing Advisor Solutions LLC, a broker dealer registered with the SEC and a member of the Financial Industry Regulatory Authority (“PAS”), which is also a wholly owned subsidiary of BNY Mellon. The role of BNYA is to introduce Advisors to you for your consideration for assistance with your investment needs. Each Advisor has entered into an agreement with BNYA and PAS under which the Advisor pays BNYA compensation for the right to participate in the Service.

Each Advisor’s inclusion in the Service is based on their existing business relationship with BNYA and PAS and the Advisor’s agreement to comply with certain participation criteria, including, agreeing to pay the fees described below. While the Advisors have been evaluated based on the participation criteria for the Service, neither BNYA nor PAS have made an independent evaluation of any product or service of the Advisor or the appropriateness of any particular advisory service for your individual circumstances. You are solely responsible for determining whether any particular Advisor is appropriate for you based on your investment objectives, financial situation, investment needs or other individual circumstances. You understand that there may be other Advisors that do not participate in the Service that are equally or more appropriate for your individual circumstances.

FEES: You do not pay any fees for the use of the Service. Advisors pay BNYA an annual fee to participate in the Service and will also be charged a one-time termination fee that is equal to a percentage of the assets in your accounts if you transfer your accounts (or those of your household) from PAS to another custodial platform.  The Advisors also pay an ongoing fee consisting of basis points relative to the Advisor’s assets managed for your household if you enter an advisory relationship with a referred Advisor. The ongoing fee will continue for so long as you and members of your household are clients of your Advisor. If you open an account through your Advisor, PAS will also receive separate compensation for custodial and trading services from you or the Advisor due to PAS’s role as introducing broker with respect to any account you open with the Advisor where PAS is the introducing broker dealer. Additionally, in the event the Advisor recommends to you an investment in an investment strategy or vehicle where BNYA (or one or more of its affiliates) is an adviser to the strategy or vehicle (“BNY Investment”), BNYA will receive compensation for its services to the BNY Investment.  An Advisor may also recommend a program where BNYA is the sponsor and BNYA may receive compensation for its role as sponsor.  The RIA, to participate in the Service, is required to agree that it will not increase the fees to be paid by clients solely as a result of the RIA’s participation in the Service. 

Refer to the fee disclosure from BNYA and/or your Advisor for additional information on the fees paid to BNYA  by the Advisor in connection with the Service and the related conflicts of interest.  Please review this information carefully. For additional information on fees which may be charged in connection with any BNY Investment, please see the Form ADV, prospectus, or other offering document relevant to the BNY Investment.

CONFLICTS OF INTEREST:  PAS provides brokerage and custody services (the “Brokerage Service”) for accounts established through Advisors pursuant to contractual agreements with those Advisors.  Only a subset of the Advisors utilizing the Brokerage Service are selected to participate in the Service.  Fees received by PAS for the Brokerage Service are separate from the fees paid by Advisors to BNYA for participation in the Service. The compensation received by PAS, from the Brokerage Service, and the compensation received by BNYA related to the Service, creates a material conflict of interest and incentive for BNYA to recommend certain Advisors to participate in the Service and to refer investors to such Advisors as compared to Advisors that do not participate in the Service.  

Neither BNYA nor any BNY Mellon company is affiliated in any way with the Advisors that participate in the Service, and no Advisor has the authority to act for or make any representations on behalf of BNYA and its affiliates. It is up to you to decide whether to meet with or engage any Advisor. You must conduct your own evaluation of any Advisor to determine whether any Advisor’s advisory services are appropriate for you.  If you decide to hire an Advisor, you will enter into an agreement directly with that Advisor for the provision of investment services. You agree to review the profile for each Advisor and you understand that each Advisor may have its own important disclosures including any fees and related conflicts of interest related to the Advisor’s participation in the Service. Neither BNYA nor any of its representatives are authorized to provide investment advice on behalf of any Advisor.   BNYA does not supervise any Advisor and it will not monitor your accounts or the investments managed by any Advisor.  Each Advisor is solely responsible for any and all recommendations or advice provided by such Advisor to you.  In the event the Advisory you hire recommends a program where BNYA acts as a sponsor of such program, you will also enter into an agreement with BNYA related to such program. 

BNYA and its affiliates are not responsible for your decision to hire any Advisor or for any actions an Advisor may take on your behalf with respect to your accounts regardless of whether any accounts are brokerage accounts maintained through PAS.

An Advisor may recommend investment into one or more programs whereby BNYA acts as a discretionary investment manager, where it provides overlay management services, where it acts as a sponsor to a program, and/or where a BNY Investment is used.  The use of BNYA investment advisory services or BNYA Investments will result in additional compensation to BNYA and its affiliates. 

CUSTODY: If you engage with one of the Advisors referred to you through the Service, the Advisor will open a brokerage account with PAS and, as a result, your assets will be custodied at Pershing LLC (an affiliate of PAS and the clearing broker-dealer for PAS introduced accounts).  If you decide to give an Advisor trading discretion over your account at PAS, PAS will act on the trading instructions received from the Advisor but will not review the trading to evaluate whether the trading is consistent with the Advisor’s investment strategy or is otherwise appropriate or suitable for you.

Please monitor your accounts carefully and direct any questions about your investment strategy, portfolio performance or account activity to the Advisor you select.

DISCLOSURE: BNYA does not warrant any services of any Advisor and makes no representation as to future returns or gains you may obtain upon engaging an Advisor to manage your investments. Each Advisor has a contract with BNYA and PAS pursuant to which they have agreed to certain terms and conditions applicable to using the PAS brokerage services and the Referral Service. You agree that the contract among BNYA, PAS and the Advisor does not make either of BNYA or PAS liable to monitor or control the investment services the Advisors provide.

USE OF YOUR DATA:

As part of the Service, you authorize BNYA to share your name, contact information and any additional information collected, with any Advisor in order to help facilitate any initial contact with any referred Advisor. If you do not wish to have your name and contact information shared with any Advisor or do not have a valid zip code, email and phone number you are not eligible to participate in the Service.

After accepting these Terms & Conditions, you will be asked a series of screening questions relating to your investment objectives, your current financial status and what you are seeking in a relationship with an Advisor.  Based on your screening criteria, BNYA will compare your responses to information provided by the participating Advisors and identify one or more Advisors for your consideration where your information matches information provided by the participating Advisors. Please understand that this screening process does not involve any due diligence on any participating Advisor, and the identification of Advisors that match the criteria you provide does not constitute any substantive assessment of the Advisor’s suitability or fitness to act as your investment adviser nor does it constitute investment advice personalized to all your specific needs and objectives.  BNYA has no obligation to update the names of any Advisor provided to you or update any information pertaining to any Advisor after it has been provided to you.  BNYA may utilize third parties in gathering and analyzing this data at or prior to making the Advisor referral. BNYA will collect, use, store, and safeguard your information in its possession according to these Terms and Conditions and the Pershing Privacy Notice.  BNYA may make amendments to its privacy notice by posting a revised version at https://www.bny.com/investments/us/en/intermediary/policies/online-privacy-policy.html (or such other link BNYA may advise) from time to time.

By agreeing to these Terms & Conditions, you authorize and consent to have all your collected data shared with any third party for the purpose of performing the services described herein. The information you provide may be shared with the Advisor prior to any discussion you have with the Advisor.

BNYA may also utilize your information directly or through a third party to identify certain indicators that may render a referral inappropriate, including but not limited to your inclusion on a sanctions list maintained by one or more government entities. BNYA may, in its sole and absolute discretion, decline to refer you to any RIA at any time, for any reason or no reason.

You agree that once your data is shared with an Advisor, the Advisor is responsible for how they use, store, safeguard, and disclose any such shared data. BNYA is not liable for the activity of the Advisor or to monitor the data protection policies of the Advisor. If you no longer wish to receive communications from an Advisor, please reach out to that Advisor directly.

You agree that BNYA may communicate with you electronically regarding your participation in the Service and BNYA may deliver documents to you electronically.  You have the right to opt out of electronic delivery, however if you choose to opt out, you will no longer be eligible for participation in the Service. 

Upon agreement to these Terms & Conditions and after you have agreed to match with an Advisor, BNYA will provide to you one (1) or more Advisor names and contact information.

To continue, please click I Agree below.

If you do not want to Accept the Terms & Conditions, click Cancel below.

By accepting the Terms & Conditions, you affirm that you are at least 18 years of age.

You can opt out of participation in the Service at any time. By opting out of participating in Service, your data will no longer be shared with any Advisor. You may also unsubscribe from marketing email communication from BNYA at any time. You can ask us to stop sending email marketing by following the 'unsubscribe' link you will find on the email marketing messages we send you. Alternatively, you can contact us via email at: advisormatch@bny.com.
The process

Match in 3 simple steps

Let’s get to know you
Share your financial situation and goals with your BNY Advisors Investment Adviser Representative to help identify potential advisor matches
Match with an advisor
You will be introduced to a financial advisor whose expertise matches your specific goals
Your first advisor meeting
A no-obligation introduction with the advisor. Your BNY Advisors Investment Adviser Representative is with you through the entire process to assist you with finding the right match
FAQ

About Advisor Match

Arrow Icon How are firms and advisors selected for Advisor Match℠?

We select firms with national reach that meet the standards set forth by our program. From those firms, a select group of advisors is chosen based on their specialty areas and years of experience. 

Arrow Icon Are the advisors licensed and credentialed?

Yes, all advisors in the program hold the licenses/registrations required to serve as an investment adviser representative and to provide financial advice to you.

Arrow Icon What criteria is used to match me with an advisor?

We aim to match you with an advisor based on your financial goals, preferred meeting style (virtual or in-person), and geographic location. We also consider the advisor's experience and areas of specialty to ensure the best possible fit for your needs.

Arrow Icon What if I want to choose a different advisor?

If your introductory call didn't feel like the right fit, your BNY Advisors Investment Adviser Representative will gladly work with you to find another advisor better aligned with your needs. We're committed to providing a positive and professional experience.

Arrow Icon Will I know the advisor’s fees and pricing upfront?

Advisor Match℠ is free of charge, as is your initial meeting with an advisor. The advisor will provide disclosure forms with fee structures and costs for their services up front.

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The BNY difference

240 years of expertise, now working for you

Founded by Alexander Hamilton in 1784, BNY has a long history of wealth management expertise. It’s an institution that knows what lasting financial relationships look like. 

For over 240 years, we have been creating solutions that benefit businesses, communities and people everywhere.

With BNY Advisor Match℠ that history and expertise are now at your fingertips. We work with 92 of the top 100 investment managers worldwide!*

 

*Source: As of 2024, BNY At A Glance

BNY Advisor MatchSM  (Advisor Match) is a complimentary service, offered through BNY Mellon Advisors, Inc. (BNY Advisors), designed for current and prospective clients who wish to be referred to a registered investment adviser for assistance with their investment needs. When a client agrees to participate in Advisor Match, BNY Advisors will introduce you to one or more advisers for your consideration for assistance with your investment needs. Advisor Match is only available to residents of the United States, and clients do not pay any fees to participate in Advisor Match.

 

Advisor Match should not be construed as legal, tax or investment advice, or a solicitation or recommendation by BNY Advisors regarding any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. All investment strategies come with investment risks, including loss of value and/or loss of anticipated income. No investment strategy or risk management technique can guarantee returns in any market environment. BNY Advisors does not warrant any services of any adviser and makes no representation as to future returns or gains a client may obtain upon engaging an adviser to manage client’s investments. BNY Advisors and its affiliates are not responsible for a client’s decision to hire any adviser or for any actions an adviser may take on the client’s behalf with respect to the client’s account(s).

 

For additional information regarding Advisor Match, please refer to the Advisor Match Terms & Conditions.

 

BNY Mellon Advisors, Inc. is an investment adviser registered in the United States under the Investment Advisers Act of 1940 and a subsidiary of The Bank of New York Mellon Corporation. BNY Advisors is the brand name under which BNY Mellon Advisors, Inc. conducts its investment advisory business. BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.

 

Brokerage custody provided by Pershing LLC, member FINRA, NYSE, SIPC, a BNY company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc.

 

The use of the firm’s platforms and technology may be affected by factors such as trading volume, market conditions, system performance and/or other factors. BNY actively monitors the technology environment and endeavors to resolve issues promptly through various means.

 

© 2025 BNY Mellon Advisors, Inc. All rights reserved.