ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD #109662 SEC #801-43579 CHICAGO, IL 312-827-2800
SEC Registered
Total AUM
$29.3B
Discretionary
$29.3B
Employees
394
Clients
--
Accounts
129,586
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $29.3B | $29.3B | $0 | 394 | 0 |
| Sep 2025 | $29.3B | $29.3B | $0 | 394 | 0 |
| Jul 2025 | $29.3B | $29.3B | $0 | 394 | 0 |
| Apr 2025 | $29.3B | $29.3B | $0 | 394 | 0 |
| Feb 2025 | $40.5B | $40.5B | $0 | 415 | 0 |
| Dec 2024 | $40.5B | $40.5B | $0 | 415 | 0 |
| Dec 2024 | $40.5B | $40.5B | $0 | 415 | 0 |
| Sep 2024 | $40.5B | $40.5B | $0 | 415 | 0 |
| Mar 2024 | $40.5B | $40.5B | $0 | 415 | 0 |
| Jan 2024 | $35.8B | $35.8B | $0 | 479 | 0 |
| Nov 2023 | $35.8B | $35.8B | $0 | 479 | 0 |
| Sep 2023 | $35.8B | $35.8B | $0 | 479 | 0 |
| Mar 2023 | $35.8B | $35.8B | $0 | 479 | 0 |
| Feb 2023 | $44.6B | $44.6B | $0 | 459 | 0 |
| Feb 2023 | $44.6B | $44.6B | $0 | 459 | 0 |
| Mar 2022 | $44.6B | $44.6B | $0 | 459 | 0 |
| Feb 2022 | $34.4B | $34.4B | $0 | 458 | 0 |
| Jul 2021 | $34.4B | $34.4B | $0 | 458 | 0 |
| Apr 2021 | $34.4B | $34.4B | $0 | 458 | 0 |
| Jan 2021 | $28.4B | $28.4B | $0 | 445 | 0 |
| Jul 2020 | $28.4B | $28.4B | $0 | 445 | 0 |
| Jun 2020 | $28.4B | $28.4B | $0 | 445 | 0 |
| Apr 2020 | $28.4B | $28.4B | $0 | 445 | 0 |
| Nov 2019 | $17.4B | $17.4B | $0 | 671 | 0 |
| May 2019 | $17.4B | $17.4B | $0 | 671 | 0 |
| Mar 2019 | $17.4B | $17.4B | $0 | 671 | 0 |
| Oct 2018 | $16.6B | $16.6B | $0 | 568 | 0 |
| Mar 2018 | $16.6B | $16.6B | $0 | 568 | 0 |
| Mar 2018 | $12B | $12B | $0 | 568 | 0 |
| Sep 2017 | $12B | $12B | $0 | 14 | 69,500 |
| Apr 2017 | $12B | $12B | $0 | 14 | 69,500 |
| Mar 2016 | $10.4B | $10.4B | $0 | 28 | 56,500 |
| May 2015 | $10.1B | $10.1B | $0 | 28 | 56,500 |
| Apr 2015 | $10.1B | $10.1B | $0 | 28 | 56,500 |
| Apr 2015 | $24.3B | $10.1B | $14.1B | 28 | 56,500 |
| Mar 2015 | $24.3B | $10.1B | $14.1B | 28 | 56,500 |
| Oct 2014 | $8.6B | $8.6B | $0 | 40 | 46,800 |
| Oct 2014 | $8.6B | $8.6B | $0 | 40 | 46,800 |
| Sep 2014 | $8.6B | $8.6B | $0 | 40 | 46,800 |
| Aug 2014 | $8.6B | $8.6B | $0 | 40 | 46,800 |
| Jul 2014 | $8.6B | $8.6B | $0 | 40 | 46,800 |
| Mar 2014 | $8.6B | $8.6B | $0 | 40 | 46,800 |
| Jan 2014 | $6.7B | $6.7B | $0 | 39 | 40,300 |
| Jan 2014 | $6.7B | $6.7B | $0 | 39 | 40,300 |
| Nov 2013 | $6.7B | $6.7B | $0 | 39 | 40,300 |
| Sep 2013 | $6.7B | $6.7B | $0 | 39 | 40,300 |
| Mar 2013 | $6.7B | $6.7B | $0 | 39 | 40,300 |
| Nov 2012 | $5.8B | $5.8B | $0 | 8 | 37,500 |
| May 2012 | $5.8B | $5.8B | $0 | 11 | 37,500 |
| Apr 2012 | $5.8B | $5.8B | $0 | 11 | 37,500 |
| Mar 2012 | $5.8B | $5.8B | $0 | 11 | 37,500 |
| Dec 2011 | $8.3B | $8.3B | $0 | 11 | 61,000 |
| Jul 2011 | $8.3B | $8.3B | $0 | -- | -- |
| May 2011 | $8.3B | $8.3B | $0 | -- | -- |
| Mar 2011 | $8.3B | $8.3B | $0 | -- | -- |
| Sep 2010 | $13.4B | $4.7B | $8.7B | 51 | -- |
| Oct 2009 | $11.4B | $3.8B | $7.6B | 51 | -- |
| Sep 2009 | $11.4B | $3.8B | $7.6B | 51 | -- |
| Apr 2009 | $11.4B | $3.8B | $7.6B | 51 | -- |
| Apr 2009 | $11.4B | $3.8B | $7.6B | 51 | -- |
| Jan 2008 | $14.3B | $7.2B | $7.1B | 51 | -- |
| Nov 2007 | $14.3B | $7.2B | $7.1B | 51 | -- |
| Mar 2007 | $14.3B | $7.2B | $7.1B | 51 | -- |
| Dec 2006 | $12.4B | $4.5B | $7.9B | 51 | -- |
| Nov 2005 | $9.7B | $2.9B | $6.8B | 51 | -- |
| Sep 2005 | $9.7B | $2.9B | $6.8B | 51 | -- |
| May 2005 | $9.7B | $2.9B | $6.8B | 51 | -- |
| May 2004 | $8.8B | $2B | $6.8B | 51 | -- |
| May 2004 | $8.8B | $2B | $6.8B | 51 | -- |
| May 2004 | $8.8B | $2B | $6.8B | 51 | -- |
| Mar 2004 | $8.8B | $2B | $6.8B | 51 | -- |
| Mar 2002 | $3.8B | $800M | $3B | 51 | -- |
| Jul 2001 | $3B | $600M | $2.4B | 51 | -- |
DateNov 2025
Total AUM$29.3B
Discretionary$29.3B
Non-Disc.$0
Employees394
Clients0
DateSep 2025
Total AUM$29.3B
Discretionary$29.3B
Non-Disc.$0
Employees394
Clients0
DateJul 2025
Total AUM$29.3B
Discretionary$29.3B
Non-Disc.$0
Employees394
Clients0
DateApr 2025
Total AUM$29.3B
Discretionary$29.3B
Non-Disc.$0
Employees394
Clients0
DateFeb 2025
Total AUM$40.5B
Discretionary$40.5B
Non-Disc.$0
Employees415
Clients0
DateDec 2024
Total AUM$40.5B
Discretionary$40.5B
Non-Disc.$0
Employees415
Clients0
DateDec 2024
Total AUM$40.5B
Discretionary$40.5B
Non-Disc.$0
Employees415
Clients0
DateSep 2024
Total AUM$40.5B
Discretionary$40.5B
Non-Disc.$0
Employees415
Clients0
DateMar 2024
Total AUM$40.5B
Discretionary$40.5B
Non-Disc.$0
Employees415
Clients0
DateJan 2024
Total AUM$35.8B
Discretionary$35.8B
Non-Disc.$0
Employees479
Clients0
DateNov 2023
Total AUM$35.8B
Discretionary$35.8B
Non-Disc.$0
Employees479
Clients0
DateSep 2023
Total AUM$35.8B
Discretionary$35.8B
Non-Disc.$0
Employees479
Clients0
DateMar 2023
Total AUM$35.8B
Discretionary$35.8B
Non-Disc.$0
Employees479
Clients0
DateFeb 2023
Total AUM$44.6B
Discretionary$44.6B
Non-Disc.$0
Employees459
Clients0
DateFeb 2023
Total AUM$44.6B
Discretionary$44.6B
Non-Disc.$0
Employees459
Clients0
DateMar 2022
Total AUM$44.6B
Discretionary$44.6B
Non-Disc.$0
Employees459
Clients0
DateFeb 2022
Total AUM$34.4B
Discretionary$34.4B
Non-Disc.$0
Employees458
Clients0
DateJul 2021
Total AUM$34.4B
Discretionary$34.4B
Non-Disc.$0
Employees458
Clients0
DateApr 2021
Total AUM$34.4B
Discretionary$34.4B
Non-Disc.$0
Employees458
Clients0
DateJan 2021
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees445
Clients0
DateJul 2020
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees445
Clients0
DateJun 2020
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees445
Clients0
DateApr 2020
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees445
Clients0
DateNov 2019
Total AUM$17.4B
Discretionary$17.4B
Non-Disc.$0
Employees671
Clients0
DateMay 2019
Total AUM$17.4B
Discretionary$17.4B
Non-Disc.$0
Employees671
Clients0
DateMar 2019
Total AUM$17.4B
Discretionary$17.4B
Non-Disc.$0
Employees671
Clients0
DateOct 2018
Total AUM$16.6B
Discretionary$16.6B
Non-Disc.$0
Employees568
Clients0
DateMar 2018
Total AUM$16.6B
Discretionary$16.6B
Non-Disc.$0
Employees568
Clients0
DateMar 2018
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees568
Clients0
DateSep 2017
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees14
Clients69,500
DateApr 2017
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees14
Clients69,500
DateMar 2016
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees28
Clients56,500
DateMay 2015
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees28
Clients56,500
DateApr 2015
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees28
Clients56,500
DateApr 2015
Total AUM$24.3B
Discretionary$10.1B
Non-Disc.$14.1B
Employees28
Clients56,500
DateMar 2015
Total AUM$24.3B
Discretionary$10.1B
Non-Disc.$14.1B
Employees28
Clients56,500
DateOct 2014
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees40
Clients46,800
DateOct 2014
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees40
Clients46,800
DateSep 2014
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees40
Clients46,800
DateAug 2014
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees40
Clients46,800
DateJul 2014
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees40
Clients46,800
DateMar 2014
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees40
Clients46,800
DateJan 2014
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees39
Clients40,300
DateJan 2014
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees39
Clients40,300
DateNov 2013
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees39
Clients40,300
DateSep 2013
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees39
Clients40,300
DateMar 2013
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees39
Clients40,300
DateNov 2012
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees8
Clients37,500
DateMay 2012
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees11
Clients37,500
DateApr 2012
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees11
Clients37,500
DateMar 2012
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees11
Clients37,500
DateDec 2011
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees11
Clients61,000
DateJul 2011
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$13.4B
Discretionary$4.7B
Non-Disc.$8.7B
Employees51
Clients--
DateOct 2009
Total AUM$11.4B
Discretionary$3.8B
Non-Disc.$7.6B
Employees51
Clients--
DateSep 2009
Total AUM$11.4B
Discretionary$3.8B
Non-Disc.$7.6B
Employees51
Clients--
DateApr 2009
Total AUM$11.4B
Discretionary$3.8B
Non-Disc.$7.6B
Employees51
Clients--
DateApr 2009
Total AUM$11.4B
Discretionary$3.8B
Non-Disc.$7.6B
Employees51
Clients--
DateJan 2008
Total AUM$14.3B
Discretionary$7.2B
Non-Disc.$7.1B
Employees51
Clients--
DateNov 2007
Total AUM$14.3B
Discretionary$7.2B
Non-Disc.$7.1B
Employees51
Clients--
DateMar 2007
Total AUM$14.3B
Discretionary$7.2B
Non-Disc.$7.1B
Employees51
Clients--
DateDec 2006
Total AUM$12.4B
Discretionary$4.5B
Non-Disc.$7.9B
Employees51
Clients--
DateNov 2005
Total AUM$9.7B
Discretionary$2.9B
Non-Disc.$6.8B
Employees51
Clients--
DateSep 2005
Total AUM$9.7B
Discretionary$2.9B
Non-Disc.$6.8B
Employees51
Clients--
DateMay 2005
Total AUM$9.7B
Discretionary$2.9B
Non-Disc.$6.8B
Employees51
Clients--
DateMay 2004
Total AUM$8.8B
Discretionary$2B
Non-Disc.$6.8B
Employees51
Clients--
DateMay 2004
Total AUM$8.8B
Discretionary$2B
Non-Disc.$6.8B
Employees51
Clients--
DateMay 2004
Total AUM$8.8B
Discretionary$2B
Non-Disc.$6.8B
Employees51
Clients--
DateMar 2004
Total AUM$8.8B
Discretionary$2B
Non-Disc.$6.8B
Employees51
Clients--
DateMar 2002
Total AUM$3.8B
Discretionary$800M
Non-Disc.$3B
Employees51
Clients--
DateJul 2001
Total AUM$3B
Discretionary$600M
Non-Disc.$2.4B
Employees51
Clients--