← 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 Oct 1, 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
- Website
- HTTP://WWW.ENVESTNET.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,241,364 | 2,240,581 | decreased by783 |
| Apr 1, 2026 | Employees | 394 | 532 | increased by138 |
| Apr 1, 2026 | Clients | 2,021,610 | 2,241,364 | increased by219,754 |
| Apr 1, 2026 | AUM | $532,197,263,852 | $614,933,249,744 | increased by$82,735,985,892 |
| Apr 1, 2026 | Accounts | 2,021,610 | 2,241,364 | increased by219,754 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 459 | 394 | decreased by65 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,246,105 | 2,021,610 | increased by775,505 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $312,605,023,242 | $532,197,263,852 | increased by$219,592,240,610 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,246,105 | 2,021,610 | increased by775,505 |
| Apr 1, 2022 | Employees | 458 | 459 | increased by1 |
| Apr 1, 2022 | Clients | 931,294 | 1,246,105 | increased by314,811 |
| Apr 1, 2022 | AUM | $224,722,632,103 | $312,605,023,242 | increased by$87,882,391,139 |
| Apr 1, 2022 | Accounts | 931,294 | 1,246,105 | increased by314,811 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ENVESTNET PMC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENVESTNET PMC” may also match similarly-named firms). Confirm identity against each filing.
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.