← Directory
ENVESTNET PMC
Legal name: ENVESTNET ASSET MANAGEMENT, INC.
CRD 111694File 801-57260
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$614.93B
Top 10% of cohort (national)
Discretionary AUM
$614.93B
Clients
2,240,581
2,241,364 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
- Feb 10, 2000
- Principal office
- 1000 CHESTERBROOK BOULEVARD , SUITE 250, BERWYN, PA, 19312
- Phone
- 312-827-2800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $614.93B
- Discretionary AUM
- $614.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,241,364
- Non-discretionary accounts
- 0
- Total accounts
- 2,241,364
- AUM per client
- $274K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15,422 | $23.83B |
| Investment companies | 4 | $4.22B |
| Charitable organizations | 5,162 | $7.19B |
| High net worth individuals | 93,557 | $191.22B |
| State or municipal government entities | 769 | $104.0M |
| Individuals (other than high net worth individuals) | 2,125,667 | $387.57B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 2241364 | 2240581 |
| 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.