Envestnet Portfolio Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 13, 2026, reports $17.3B in regulatory assets under management, 532 employees, 2 offices, and 60,663 accounts.
Assets Under Management
$17.3B
Employees
532
Offices
2 offices
Total Clients
60,663
Primary office
CHICAGO, IL
222 N. LASALLE ST., SUITE 625, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.1% of total clients.
Top client categories% of clientsClients
1
Individuals
95.1%
57,665
2
HNWI
4.2%
2,557
3
Corporations
0.7%
418
Additional categories (<0.1%)
DO NOT FIT CATEGORIES ABOVE23 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.3Bas of April 13, 2026
Discretionary100.0%
$17.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$17.3B
Total Accounts60,663
10Y AUM Change+$5.4B (+45.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees532
Clients per Employee114:1
10Y Employee Change+518 (+3700.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.