Envestnet Portfolio Solutions, INC.

Flat / fixed fees in Berwyn, PA

SEC registeredNo commissions reported

Call (312) 827-2800 Send a message Map ↗

Public-record details

Address: 1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312
Phone: (312) 827-2800
Listed under: Flat / fixed fees, % of assets managed
CRD number: 109662
Registration: SEC registered since 1993-03-25
Compensation (Form ADV 5.E): Percentage of assets under management; Subscription fees; Fixed fees; Other (A Percentage of Assets Or Revenues Under Our Clients' Management)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $17.3 billion
Accounts managed: 60,663
Clients reported (Form ADV 5.D): 60,663
Individual / high-net-worth clients: 57,665 / 2,557
Employees: 532
Other business activities (Form ADV 6.A): Also active as: other financial product salesperson
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-30

SEC registered investment adviser, CRD 109662, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 109662 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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