← Back to searchVisit website
ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD 109662 · SEC 801-43579
222 N. LASALLE ST., SUITE 625, CHICAGO, IL, 60601, United States
Phone
312-827-2800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$17.35B
Discretionary AUM
$17.35B
Team
532 total employees; 178 advisory reps
Clients
—
Fees
Percentage of AUM; Subscription fees; Fixed fees; A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57665 | $12.71B |
| High net worth individuals | 2557 | $4.36B |
| Corporations/business entities | 418 | $278.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://vimeo.com/envestnet
- https://www.youtube.com/channel/UCSKSh09e27bKbsxuSeg2jqw
- HTTP://WWW.ENVESTNET.COM
- https://www.envestnet.com/active-passive
- https://x.com/ENVSummit
- https://envestnet.blog
- https://www.linkedin.com/company/envestnet
- https://www.facebook.com/Envestnet/
- https://x.com/Envestnet_
- https://www.instagram.com/envestnet/
Official SEC filing: View on IAPD