RIA Intel›Advisers›Illinois›ENVESTNET PORTFOLIO SOLUTIONS, INC.

ENVESTNET PORTFOLIO SOLUTIONS, INC.

Advisory

N·CHICAGO, IL

Data as of Apr 10, 2026 · Source: SEC Form ADV

Total AUM
$17.3B
1-Year AUM Growth
+13.1%
3-Year CAGR
+5.8%
Employees
178
Assets Under Management
Total AUM$17.3B
Discretionary AUM$17.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients129,590
Team
Total Employees178
Investment Advisers532
Employee Growth (1Y)-12.8%
Filing History
Total Filings on Record82
First FilingFeb 27, 2001
Latest FilingApr 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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