Envestnet Portfolio Solutions, INC.
Berwyn, PA·SEC-registered · CRD #109662
Envestnet Portfolio Solutions, INC. is an SEC-registered investment advisory firm in Berwyn, PA managing $17B across 61k client accounts, with 178 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$17B
Client accounts
61k
Advisory staff
178
Fee model
Fee-based
How Envestnet Portfolio Solutions, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Envestnet Portfolio Solutions, INC.
How much does Envestnet Portfolio Solutions, INC. manage?
Per its most recent SEC Form ADV filing (06/30/2026), Envestnet Portfolio Solutions, INC. reports $17B in regulatory assets under management across roughly 61k client accounts.
How does Envestnet Portfolio Solutions, INC. charge?
Envestnet Portfolio Solutions, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Fixed fees, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Envestnet Portfolio Solutions, INC. a fiduciary?
Yes. Envestnet Portfolio Solutions, INC. is registered with the U.S. Securities and Exchange Commission (CRD #109662), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Envestnet Portfolio Solutions, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Envestnet Portfolio Solutions, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Berwyn, PA
Profile compiled from Envestnet Portfolio Solutions, INC.'s public SEC Form ADV filing (CRD #109662, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Envestnet Portfolio Solutions, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Envestnet Portfolio Solutions, INC.? Claim this profile.