Mellon Investments Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 31, 2026, reports $873.9B in regulatory assets under management, 98 employees, 3 offices, and 3,942 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.6% of total clients.
Top client categories% of clientsClients
1
HNWI
88.6%
3,492
2
Investment Cos.
4.5%
176
3
Pension Plans
2.7%
106
4
Government
2.3%
89
5
Charitable
0.7%
26
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$873.9Bas of March 31, 2026
Discretionary100.0%
$873.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$873.9B
Total Accounts3,942
10Y AUM Change+$622.0B (+247.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees98
Clients per Employee40:1
10Y Employee Change-250 (-71.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.