Vestmark Advisory Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wakefield, MA. Its latest Form ADV filing, dated March 30, 2026, reports $49.9B in regulatory assets under management, 33 employees, and 84,069 accounts.
Assets Under Management
$49.9B
Employees
33
Offices
--
Total Clients
84,069
Primary office
WAKEFIELD, MA
100 QUANNAPOWITT PKWY, SUITE 205, WAKEFIELD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
84,069
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$49.9Bas of March 30, 2026
Discretionary31.7%
$15.8B
32% of total RAUM31.7%
Non-discretionary68.3%
$34.1B
68% of total RAUM68.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$49.9B
Total Accounts84,069
10Y AUM Change+$49.1B (+6959.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee2548:1
10Y Employee Change+31 (+1550.0%)
* 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.