BNY ADVISORS

1800 American Blvd.
Suite 300 - Pod D
Pennington, New Jersey 08534
Tel: 800-200-3033, OPTION 3

About BNY ADVISORS

BNY ADVISORS, formally registered with the SEC as BNY ADVISORS. The firm was established in 07/15/1996. They have over 4 offices throughout the country.

BNY ADVISORS is a Pennington, New Jersey based Financial Planning firm with nearly $19,689,689,740 assets under management, offering retirement planning & investment advisory services to 103756 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106108
SEC#	801-52378
Assets Managed by Firm	$19,689,689,740
No. of Clients	103756
No. of Advisors	80

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (ASSET BASED FEES RELATED TO MODEL PORTFOLIO DELIVERY)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (MUTUAL FUND SCREENING, MODEL PORTFOLIO DELIVERY)

Firm Client Information

	No. of Clients	AUM
Firm Total	103756	$19,689,689,740
Individuals (other than high net worth individuals)	79260	$13,450,165,885
High net worth individuals	2035	$3,999,687,916
Pension and profit sharing plans	267	$419,369,922
Charitable organizations	192	$565,091,192
Other investment advisers	1	$328,528,132
Corporations or other businesses	293	$270,378,449

More Retirement Planning firms in Pennington, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483
PGIM INVESTMENTS LLC 655 Broad Street Newark, NJ, 07102	$315,351,503,018	167	558

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