|
⚲
|
| Keyboard |
| Envestnet Portfolio Solutions Inc
✚
|
|
|---|---|
| CRD # | 109662 |
| SEC # | 801-43579 |
| CIK # | 0001998033 |
| AUM | 17.35 B (2026-06-30) |
| Employees | 532 (33% Investors, 1% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-827-2800 |
| Address | 1000 Chesterbrook Boulevard , Suite 250 Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 09 Sep 2026 | Envestnet Portfolio Solutions Inc. Purchases 62,828 Shares of NVIDIA Corporation $NVDA — MarketBeat |
| Mon, 20 Jul 2026 | Fund Update: New $140.9M $IALT stock position opened by Envestnet Portfolio Solutions, Inc. — Quiver Quantitative |
| Mon, 20 Jul 2026 | Fund Update: New $489.9M $DFAL stock position opened by Envestnet Portfolio Solutions, Inc. — Quiver Quantitative |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57,665 | 12.7 |
| (b) Individuals (high net worth individuals) | 2,557 | 4.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 418 | 0.3 |
| (n) Other | 23 | 0.0 |
| Total | 60,663 | 17.3 |
| By Discretionary | ||
| Discretionary | 60,663 | 17.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60,663 | 17.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.3 | |
| Total | 60,663 | 17.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001998033] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Spectrum Asset Management Inc
✚
|
CT | 18.30 B |
|
Mercury Advisory LLC
✚
|
CA | 17.94 B |
|
We Family Offices LLC
✚
|
FL | 17.75 B |
|
F/m Investments LLC
✚
|
DC | 17.74 B |
|
Merganser Capital Management LLC
✚
|
MA | 17.66 B |
|
Capital Wealth Planning LLC
✚
|
FL | 17.25 B |
|
Degroof Petercam Asset Management
✚
|
16.87 B | |
|
Nationwide Investment Advisors LLC
✚
|
OH | 16.73 B |
|
Sustainable Growth Advisers LP
✚
|
CT | 16.66 B |
|
Envestnet Retirement Solutions LLC
✚
|
PA | 16.30 B |