Envestnet Portfolio Solutions, Inc.

Registered investment adviser · Berwyn, PA · CRD #109662

Form ADV data as of 2026-09-01

Regulatory assets

$17.35 billion

Total accounts

60,663

Employees

532

Disclosure events

Firm details

Website: https://vimeo.com/envestnet
Telephone: 312-827-2800
SEC file number: 801-43579
Most recent Form ADV filing: 2026-06-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$17.35 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$17.35 billion
Discretionary accounts	60,663
Non-discretionary accounts	0
Total accounts	60,663
Regulatory assets under management attributable to non-U.S. persons	$4.4 million

People

Total employees (excluding clerical)	532
Employees performing investment advisory functions (including research)	178
Employees who are registered representatives of a broker-dealer	7
Employees registered as investment adviser representatives with a state	59
Employees registered as IARs for another investment adviser	3
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$29.4 million
Clients for whom the firm has custody	178
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementSubscription fees (for a newsletter or periodical)Fixed fees (other than subscription fees)Other

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Other business activities

Other financial product salesperson

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities in which it has another sales interest
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	57,665	$12.71 billion
High net worth individuals	2,557	$4.36 billion
Corporations or other businesses not listed above	418	$278.8 million
Other	23	$2.3 million