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| Envestnet Asset Management Inc
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|
|---|---|
| CRD # | 111694 |
| SEC # | 801-57260 |
| CIK # | 0000140754, 0001407543 |
| AUM | $614.9 B (2026-06-30) |
| Employees | 532 (33% Investors, 1% Brokers) |
| Phone | 312-827-2800 |
| Address | 1000 Chesterbrook Boulevard , Suite 250 Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 4.3 | ||
| Nvidia Corp | 4.0 | ||
| Apple Inc | 3.4 | ||
| Amazon Com Inc | 2.7 | ||
| Broadcom Inc | 2.3 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,125,667 | 387.6 |
| (b) Individuals (high net worth individuals) | 93,557 | 191.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 4.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5,162 | 7.2 |
| (i) State or municipal government entities | 769 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15,422 | 23.8 |
| (n) Other | 783 | 0.8 |
| Total | 2,241,364 | 614.9 |
| By Discretionary | ||
| Discretionary | 2,241,364 | 614.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,241,364 | 614.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 613.4 | |
| Total | 2,241,364 | 614.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001407543] | |
| SC 13G | [0001407543] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Envestnet Asset Management Inc | NexPoint Diversified Real Estate Trust | [2023-02-14] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
UBS Financial Services Inc
✚
|
NJ | 915.8 |
|
LPL Financial LLC
✚
|
SC | 819.1 |
|
Ameriprise Financial Services LLC
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|
MN | 660.5 |
|
Mitsubishi UFJ Trust and Banking Corporation
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|
407.0 | |
|
Raymond James Financial Services Advisors Inc
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|
FL | 390.0 |
|
Financial Engines Advisors LLC
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|
CA | 326.3 |
|
RBC Capital Markets LLC
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|
NY | 310.4 |
|
Voya Investment Management Co LLC
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|
NY | 274.9 |
|
Cetera Investment Advisers LLC
✚
|
IL | 256.8 |
|
Osaic Wealth Inc
✚
|
AZ | 234.9 |