RIA Intel›Advisers›Massachusetts›VESTMARK ADVISORY SOLUTIONS, INC.

VESTMARK ADVISORY SOLUTIONS, INC.

Advisory

N·WAKEFIELD, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$49.9B

1-Year AUM Growth

+61.4%

3-Year CAGR

+50.6%

Employees

25

Assets Under Management

Total AUM$49.9B

Discretionary AUM$15.8B

Non-Discretionary AUM$34.1B

Discretionary %31.7%

Total Clients32,047

Team

Total Employees25

Investment Advisers33

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingMay 12, 2016

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VESTMARK ADVISORY SOLUTIONS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.