Vestmark Advisory Solutions, INC.
Wakefield, MA·SEC-registered · CRD #221518
Vestmark Advisory Solutions, INC. is an SEC-registered investment advisory firm in Wakefield, MA managing $50B across 129k client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$50B
Client accounts
129k
Advisory staff
25
Fee model
Fee-only
How Vestmark Advisory Solutions, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Vestmark Advisory Solutions, INC.
How much does Vestmark Advisory Solutions, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Vestmark Advisory Solutions, INC. reports $50B in regulatory assets under management across roughly 129k client accounts.
How does Vestmark Advisory Solutions, INC. charge?
Vestmark Advisory Solutions, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vestmark Advisory Solutions, INC. a fiduciary?
Yes. Vestmark Advisory Solutions, INC. is registered with the U.S. Securities and Exchange Commission (CRD #221518), 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 Vestmark Advisory 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 Vestmark Advisory Solutions, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wakefield, MA
Profile compiled from Vestmark Advisory Solutions, INC.'s public SEC Form ADV filing (CRD #221518, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vestmark Advisory 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 Vestmark Advisory Solutions, INC.? Claim this profile.