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ENVESTNET PORTFOLIO SOLUTIONS, INC.

BERWYN, PA · CRD 109662 · IAPD ↗ · vimeo.com · 312-827-2800

$17.35BRegulatory AUM
178Advisory reps
532Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — ENVESTNET PORTFOLIO SOLUTIONS, INC. moved its main office from CHICAGO, IL to BERWYN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2026 — ENVESTNET PORTFOLIO SOLUTIONS, INC. reported RAUM down 41% ($29.34B -> $17.35B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2026 — ENVESTNET PORTFOLIO SOLUTIONS, INC. shrank from 187 to 178 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2026 — ENVESTNET PORTFOLIO SOLUTIONS, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
50
April 2025 — ENVESTNET PORTFOLIO SOLUTIONS, INC. reported RAUM down 27% ($40.46B -> $29.34B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — ENVESTNET PORTFOLIO SOLUTIONS, INC. shrank from 273 to 187 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — ENVESTNET PORTFOLIO SOLUTIONS, INC. shrank from 313 to 273 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.