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VESTMARK ADVISORY SOLUTIONS, INC.

WAKEFIELD, MA · CRD 221518 · IAPD ↗ · vestmark.com · 888-355-0477

$49.85BRegulatory AUM
25Advisory reps
33Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — VESTMARK ADVISORY SOLUTIONS, INC. reported RAUM up 398% ($10.02B -> $49.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2026 — VESTMARK ADVISORY SOLUTIONS, INC. grew from 12 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — VESTMARK ADVISORY SOLUTIONS, INC. shrank from 21 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2025 — VESTMARK ADVISORY SOLUTIONS, INC. reported RAUM up 78% ($5.64B -> $10.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — VESTMARK ADVISORY SOLUTIONS, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
72
April 2024 — VESTMARK ADVISORY SOLUTIONS, INC. reported RAUM up 61% ($3.49B -> $5.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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