ENVESTNET ASSET MANAGEMENT, INC.
Legal name: ENVESTNET PMC
CRD #111694 SEC #801-57260 CHICAGO, IL 312-827-2800
SEC Registered
Total AUM
$532.2B
Discretionary
$532.2B
Employees
394
Clients
--
Accounts
2,021,610
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $532.2B | $532.2B | $0 | 394 | 0 |
| Sep 2025 | $532.2B | $532.2B | $0 | 394 | 0 |
| Jul 2025 | $532.2B | $532.2B | $0 | 394 | 0 |
| Apr 2025 | $532.2B | $532.2B | $0 | 394 | 0 |
| Feb 2025 | $426.1B | $426.1B | $0 | 415 | 0 |
| Dec 2024 | $426.1B | $426.1B | $0 | 415 | 0 |
| Dec 2024 | $426.1B | $426.1B | $0 | 415 | 0 |
| Sep 2024 | $426.1B | $426.1B | $0 | 415 | 0 |
| Mar 2024 | $426.1B | $426.1B | $0 | 415 | 0 |
| Jan 2024 | $346.8B | $346.8B | $0 | 479 | 0 |
| Nov 2023 | $346.8B | $346.8B | $0 | 479 | 0 |
| Sep 2023 | $346.8B | $346.8B | $0 | 479 | 0 |
| Mar 2023 | $346.8B | $346.8B | $0 | 479 | 0 |
| Feb 2023 | $312.6B | $312.6B | $0 | 459 | 0 |
| Feb 2023 | $312.6B | $312.6B | $0 | 459 | 0 |
| Jun 2022 | $312.6B | $312.6B | $0 | 459 | 0 |
| Mar 2022 | $312.6B | $312.6B | $0 | 459 | 0 |
| Feb 2022 | $224.7B | $224.7B | $0 | 458 | 0 |
| Jul 2021 | $224.7B | $224.7B | $0 | 458 | 0 |
| Apr 2021 | $224.7B | $224.7B | $0 | 458 | 0 |
| Jan 2021 | $175.3B | $175.3B | $0 | 445 | 0 |
| Jul 2020 | $175.3B | $175.3B | $0 | 445 | 0 |
| Jun 2020 | $175.3B | $175.3B | $0 | 445 | 0 |
| Apr 2020 | $175.3B | $175.3B | $0 | 445 | 0 |
| Jan 2020 | $126.5B | $126.5B | $0 | 671 | 0 |
| Jan 2020 | $126.5B | $126.5B | $0 | 671 | 0 |
| Nov 2019 | $126.5B | $126.5B | $0 | 671 | 0 |
| May 2019 | $126.5B | $126.5B | $0 | 671 | 0 |
| Mar 2019 | $126.5B | $126.5B | $0 | 671 | 0 |
| Oct 2018 | $124.9B | $124.9B | $0 | 568 | 0 |
| Mar 2018 | $124.9B | $124.9B | $0 | 568 | 0 |
| Mar 2018 | $93.2B | $93.2B | $0 | 568 | 0 |
| Sep 2017 | $93.2B | $93.2B | $0 | 1,500 | 475,600 |
| Apr 2017 | $93.2B | $93.2B | $0 | 1,500 | 475,600 |
| Mar 2016 | $82.2B | $82.2B | $0 | 1,400 | 310,400 |
| Feb 2016 | $63.2B | $63.2B | $0 | 1,200 | 310,400 |
| Feb 2016 | $63.2B | $63.2B | $0 | 1,200 | 310,400 |
| Oct 2015 | $62B | $62B | $0 | 1,200 | 310,400 |
| Aug 2015 | $62B | $62B | $0 | 1,200 | 310,400 |
| Aug 2015 | $62B | $62B | $0 | 1,200 | 310,400 |
| Aug 2015 | $62B | $62B | $0 | 1,200 | 310,400 |
| Apr 2015 | $62B | $62B | $0 | 1,200 | 310,400 |
| Apr 2015 | $222.1B | $62B | $160.1B | 1,200 | 310,400 |
| Mar 2015 | $222.1B | $62B | $160.1B | 1,200 | 310,400 |
| Mar 2015 | $60.4B | $60.4B | $0 | 1,070 | 209,200 |
| Jan 2015 | $60.4B | $60.4B | $0 | 1,070 | 209,200 |
| Jan 2015 | $60.4B | $60.4B | $0 | 1,070 | 209,200 |
| Oct 2014 | $37.1B | $37.1B | $0 | 970 | 164,000 |
| Oct 2014 | $37.1B | $37.1B | $0 | 970 | 164,000 |
| Sep 2014 | $37.1B | $37.1B | $0 | 970 | 164,000 |
| Aug 2014 | $37.1B | $37.1B | $0 | 970 | 164,000 |
| Jul 2014 | $37.1B | $37.1B | $0 | 970 | 164,000 |
| Jul 2014 | $37.1B | $37.1B | $0 | 970 | 164,000 |
| Mar 2014 | $37.1B | $37.1B | $0 | 970 | 164,000 |
| Jan 2014 | $24.2B | $24.2B | $0 | 790 | 116,000 |
| Oct 2013 | $24.2B | $24.2B | $0 | 790 | 116,000 |
| Sep 2013 | $24.2B | $24.2B | $0 | 790 | 116,000 |
| Mar 2013 | $24.2B | $24.2B | $0 | 790 | 116,000 |
| May 2012 | $17.1B | $17.1B | $0 | 251 | 87,000 |
| May 2012 | $17.1B | $17.1B | $0 | 251 | 87,000 |
| Apr 2012 | $17.1B | $17.1B | $0 | 251 | 87,000 |
| Mar 2012 | $17.1B | $17.1B | $0 | 251 | 87,000 |
| Aug 2011 | $13.9B | $13.9B | $0 | 251 | -- |
| May 2011 | $13.9B | $13.9B | $0 | 251 | -- |
| Apr 2011 | $13.9B | $13.9B | $0 | 251 | -- |
| Apr 2011 | $13.9B | $13.9B | $0 | 251 | -- |
| Mar 2011 | $13.9B | $13.9B | $0 | 251 | -- |
| Sep 2010 | $9.8B | $9.8B | $0 | 251 | -- |
| Jul 2010 | $9.8B | $9.8B | $0 | 251 | -- |
| Apr 2010 | $9.8B | $9.8B | $0 | 251 | -- |
| Sep 2009 | $6.1B | $6.1B | $0 | 251 | -- |
| Sep 2007 | $5.8B | $5.8B | $0 | 51 | -- |
| Jun 2005 | $3.1B | $2.7B | $395.6M | 51 | -- |
| Jan 2005 | $1.4B | $1.4B | $0 | 51 | -- |
| Aug 2004 | $1.4B | $1.4B | $0 | 51 | -- |
| Jul 2004 | $1.4B | $1.4B | $0 | 51 | -- |
| May 2004 | $999.5M | $917M | $82.5M | 51 | -- |
| Apr 2004 | $999.5M | $917M | $82.5M | 51 | -- |
| Nov 2003 | $999.5M | $917M | $82.5M | 51 | -- |
| Apr 2002 | $157.4M | $144.4M | $13M | 51 | -- |
| Mar 2002 | $157.4M | $144.4M | $13M | 51 | -- |
| Sep 2001 | $41M | $41M | $0 | 51 | -- |
| Sep 2001 | $41M | $41M | $0 | 51 | -- |
| Jun 2001 | $41M | $41M | $0 | 51 | -- |
DateNov 2025
Total AUM$532.2B
Discretionary$532.2B
Non-Disc.$0
Employees394
Clients0
DateSep 2025
Total AUM$532.2B
Discretionary$532.2B
Non-Disc.$0
Employees394
Clients0
DateJul 2025
Total AUM$532.2B
Discretionary$532.2B
Non-Disc.$0
Employees394
Clients0
DateApr 2025
Total AUM$532.2B
Discretionary$532.2B
Non-Disc.$0
Employees394
Clients0
DateFeb 2025
Total AUM$426.1B
Discretionary$426.1B
Non-Disc.$0
Employees415
Clients0
DateDec 2024
Total AUM$426.1B
Discretionary$426.1B
Non-Disc.$0
Employees415
Clients0
DateDec 2024
Total AUM$426.1B
Discretionary$426.1B
Non-Disc.$0
Employees415
Clients0
DateSep 2024
Total AUM$426.1B
Discretionary$426.1B
Non-Disc.$0
Employees415
Clients0
DateMar 2024
Total AUM$426.1B
Discretionary$426.1B
Non-Disc.$0
Employees415
Clients0
DateJan 2024
Total AUM$346.8B
Discretionary$346.8B
Non-Disc.$0
Employees479
Clients0
DateNov 2023
Total AUM$346.8B
Discretionary$346.8B
Non-Disc.$0
Employees479
Clients0
DateSep 2023
Total AUM$346.8B
Discretionary$346.8B
Non-Disc.$0
Employees479
Clients0
DateMar 2023
Total AUM$346.8B
Discretionary$346.8B
Non-Disc.$0
Employees479
Clients0
DateFeb 2023
Total AUM$312.6B
Discretionary$312.6B
Non-Disc.$0
Employees459
Clients0
DateFeb 2023
Total AUM$312.6B
Discretionary$312.6B
Non-Disc.$0
Employees459
Clients0
DateJun 2022
Total AUM$312.6B
Discretionary$312.6B
Non-Disc.$0
Employees459
Clients0
DateMar 2022
Total AUM$312.6B
Discretionary$312.6B
Non-Disc.$0
Employees459
Clients0
DateFeb 2022
Total AUM$224.7B
Discretionary$224.7B
Non-Disc.$0
Employees458
Clients0
DateJul 2021
Total AUM$224.7B
Discretionary$224.7B
Non-Disc.$0
Employees458
Clients0
DateApr 2021
Total AUM$224.7B
Discretionary$224.7B
Non-Disc.$0
Employees458
Clients0
DateJan 2021
Total AUM$175.3B
Discretionary$175.3B
Non-Disc.$0
Employees445
Clients0
DateJul 2020
Total AUM$175.3B
Discretionary$175.3B
Non-Disc.$0
Employees445
Clients0
DateJun 2020
Total AUM$175.3B
Discretionary$175.3B
Non-Disc.$0
Employees445
Clients0
DateApr 2020
Total AUM$175.3B
Discretionary$175.3B
Non-Disc.$0
Employees445
Clients0
DateJan 2020
Total AUM$126.5B
Discretionary$126.5B
Non-Disc.$0
Employees671
Clients0
DateJan 2020
Total AUM$126.5B
Discretionary$126.5B
Non-Disc.$0
Employees671
Clients0
DateNov 2019
Total AUM$126.5B
Discretionary$126.5B
Non-Disc.$0
Employees671
Clients0
DateMay 2019
Total AUM$126.5B
Discretionary$126.5B
Non-Disc.$0
Employees671
Clients0
DateMar 2019
Total AUM$126.5B
Discretionary$126.5B
Non-Disc.$0
Employees671
Clients0
DateOct 2018
Total AUM$124.9B
Discretionary$124.9B
Non-Disc.$0
Employees568
Clients0
DateMar 2018
Total AUM$124.9B
Discretionary$124.9B
Non-Disc.$0
Employees568
Clients0
DateMar 2018
Total AUM$93.2B
Discretionary$93.2B
Non-Disc.$0
Employees568
Clients0
DateSep 2017
Total AUM$93.2B
Discretionary$93.2B
Non-Disc.$0
Employees1,500
Clients475,600
DateApr 2017
Total AUM$93.2B
Discretionary$93.2B
Non-Disc.$0
Employees1,500
Clients475,600
DateMar 2016
Total AUM$82.2B
Discretionary$82.2B
Non-Disc.$0
Employees1,400
Clients310,400
DateFeb 2016
Total AUM$63.2B
Discretionary$63.2B
Non-Disc.$0
Employees1,200
Clients310,400
DateFeb 2016
Total AUM$63.2B
Discretionary$63.2B
Non-Disc.$0
Employees1,200
Clients310,400
DateOct 2015
Total AUM$62B
Discretionary$62B
Non-Disc.$0
Employees1,200
Clients310,400
DateAug 2015
Total AUM$62B
Discretionary$62B
Non-Disc.$0
Employees1,200
Clients310,400
DateAug 2015
Total AUM$62B
Discretionary$62B
Non-Disc.$0
Employees1,200
Clients310,400
DateAug 2015
Total AUM$62B
Discretionary$62B
Non-Disc.$0
Employees1,200
Clients310,400
DateApr 2015
Total AUM$62B
Discretionary$62B
Non-Disc.$0
Employees1,200
Clients310,400
DateApr 2015
Total AUM$222.1B
Discretionary$62B
Non-Disc.$160.1B
Employees1,200
Clients310,400
DateMar 2015
Total AUM$222.1B
Discretionary$62B
Non-Disc.$160.1B
Employees1,200
Clients310,400
DateMar 2015
Total AUM$60.4B
Discretionary$60.4B
Non-Disc.$0
Employees1,070
Clients209,200
DateJan 2015
Total AUM$60.4B
Discretionary$60.4B
Non-Disc.$0
Employees1,070
Clients209,200
DateJan 2015
Total AUM$60.4B
Discretionary$60.4B
Non-Disc.$0
Employees1,070
Clients209,200
DateOct 2014
Total AUM$37.1B
Discretionary$37.1B
Non-Disc.$0
Employees970
Clients164,000
DateOct 2014
Total AUM$37.1B
Discretionary$37.1B
Non-Disc.$0
Employees970
Clients164,000
DateSep 2014
Total AUM$37.1B
Discretionary$37.1B
Non-Disc.$0
Employees970
Clients164,000
DateAug 2014
Total AUM$37.1B
Discretionary$37.1B
Non-Disc.$0
Employees970
Clients164,000
DateJul 2014
Total AUM$37.1B
Discretionary$37.1B
Non-Disc.$0
Employees970
Clients164,000
DateJul 2014
Total AUM$37.1B
Discretionary$37.1B
Non-Disc.$0
Employees970
Clients164,000
DateMar 2014
Total AUM$37.1B
Discretionary$37.1B
Non-Disc.$0
Employees970
Clients164,000
DateJan 2014
Total AUM$24.2B
Discretionary$24.2B
Non-Disc.$0
Employees790
Clients116,000
DateOct 2013
Total AUM$24.2B
Discretionary$24.2B
Non-Disc.$0
Employees790
Clients116,000
DateSep 2013
Total AUM$24.2B
Discretionary$24.2B
Non-Disc.$0
Employees790
Clients116,000
DateMar 2013
Total AUM$24.2B
Discretionary$24.2B
Non-Disc.$0
Employees790
Clients116,000
DateMay 2012
Total AUM$17.1B
Discretionary$17.1B
Non-Disc.$0
Employees251
Clients87,000
DateMay 2012
Total AUM$17.1B
Discretionary$17.1B
Non-Disc.$0
Employees251
Clients87,000
DateApr 2012
Total AUM$17.1B
Discretionary$17.1B
Non-Disc.$0
Employees251
Clients87,000
DateMar 2012
Total AUM$17.1B
Discretionary$17.1B
Non-Disc.$0
Employees251
Clients87,000
DateAug 2011
Total AUM$13.9B
Discretionary$13.9B
Non-Disc.$0
Employees251
Clients--
DateMay 2011
Total AUM$13.9B
Discretionary$13.9B
Non-Disc.$0
Employees251
Clients--
DateApr 2011
Total AUM$13.9B
Discretionary$13.9B
Non-Disc.$0
Employees251
Clients--
DateApr 2011
Total AUM$13.9B
Discretionary$13.9B
Non-Disc.$0
Employees251
Clients--
DateMar 2011
Total AUM$13.9B
Discretionary$13.9B
Non-Disc.$0
Employees251
Clients--
DateSep 2010
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees251
Clients--
DateJul 2010
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees251
Clients--
DateApr 2010
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees251
Clients--
DateSep 2009
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees251
Clients--
DateSep 2007
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees51
Clients--
DateJun 2005
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$395.6M
Employees51
Clients--
DateJan 2005
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients--
DateAug 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients--
DateMay 2004
Total AUM$999.5M
Discretionary$917M
Non-Disc.$82.5M
Employees51
Clients--
DateApr 2004
Total AUM$999.5M
Discretionary$917M
Non-Disc.$82.5M
Employees51
Clients--
DateNov 2003
Total AUM$999.5M
Discretionary$917M
Non-Disc.$82.5M
Employees51
Clients--
DateApr 2002
Total AUM$157.4M
Discretionary$144.4M
Non-Disc.$13M
Employees51
Clients--
DateMar 2002
Total AUM$157.4M
Discretionary$144.4M
Non-Disc.$13M
Employees51
Clients--
DateSep 2001
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees51
Clients--
DateSep 2001
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees51
Clients--
DateJun 2001
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees51
Clients--