Envestnet Pmc 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 10, 2026, reports $614.9B in regulatory assets under management, 532 employees, 2 offices, and 2,241,364 accounts.
Assets Under Management
$614.9B
Employees
532
Offices
2 offices
Total Clients
2,241,364
Primary office
CHICAGO, IL
222 N. LASALLE ST., SUITE 625, CHICAGO, IL, United States
Top client segmentIndividuals represent 94.8% of total clients.
Top client categories% of clientsClients
1
Individuals
94.8%
2,125,667
2
HNWI
4.2%
93,557
3
Corporations
0.7%
15,422
4
Charitable
0.2%
5,162
Additional categories (<0.1%)
DO NOT FIT CATEGORIES ABOVE783 clients
Government769 clients
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$614.9Bas of April 10, 2026
Discretionary100.0%
$614.9B
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$614.9B
Total Accounts2,241,364
10Y AUM Change+$521.7B (+559.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees532
Clients per Employee4213:1
10Y Employee Change-968 (-64.5%)
* 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.