Investment adviser · CRD 111694

ENVESTNET PMC

Investment adviser filing (IA)

ENVESTNET ASSET MANAGEMENT, INC.

BERWYN, PA, United States · Form ADV filed Jun 30, 2026

Regulatory AUM: $615B
Client accounts: 2,241,364
Employees: 532
Advisory professionals: 178

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	2,125,667	$387,574,646,773	63.0%
High-net-worth individuals	93,557	$191,217,429,425	31.1%
Corporations & businesses	15,422	$23,826,616,516	3.9%
Charities	5,162	$7,188,591,300	1.2%
Investment companies	4	$4,219,169,715	0.7%
Other clients	783	$802,793,253	0.1%
Government entities	769	$104,002,762	0.0%

Filing source

Form ADV 2116242 · Jun 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Subscription · Fixed

Principal office

1000 CHESTERBROOK BOULEVARD , SUITE 250
BERWYN, PA, 19312, United States

CRD 111694

Filing source

Form ADV 2116242 · Jun 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.