ENVESTNET PORTFOLIO SOLUTIONS, INC.
SEC Form ADV profile.
Total regulatory AUM
$17,349,359,607
Discretionary
$17,349,359,607
Non-discretionary
$0
Firm details
- CRD number
- 109662
- SEC file number
- 801-43579
- Main office
- BERWYN, PA, United States
- Employees
- 532
- SEC status
- Approved
- Website
- https://vimeo.com/envestnet
- Fee structure
-
Percentage of AUM Subscription Fixed fees Other
As of October 2026.