ENVESTNET PORTFOLIO SOLUTIONS, INC.

CRD 109662File 801-43579

APPROVED

Retail clients

Custody

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$17.35B

Top 10% of cohort (national)

Discretionary AUM

$17.35B

Clients

60,640

60,663 accounts

Employees

532

Top 10% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Mar 25, 1993
Principal office: 1000 CHESTERBROOK BOULEVARD , SUITE 250, BERWYN, PA, 19312
Phone: 312-827-2800
Website: https://x.com/Envestnet_

Assets & accounts

ADV Item 5F

Total regulatory AUM: $17.35B
Discretionary AUM: $17.35B
Non-discretionary AUM: $0
Discretionary accounts: 60,663
Non-discretionary accounts: 0
Total accounts: 60,663
AUM per client: $286K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	418	$278.8M
High net worth individuals	2,557	$4.36B
Individuals (other than high net worth individuals)	57,665	$12.71B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT
Subscription fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	60663	60640
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.