ENVESTNET ASSET MANAGEMENT, INC.
DBA: ENVESTNET PMC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $614.93B |
| Discretionary | $614.93B100% of AUM |
| Client Accounts | 2,241,364 |
| Avg Account Size | $274K |
| Employees | 532 |
| Peak AUM | $614.93BMar 2026 |
| AUM CAGR | +46.4% /yrover 25 yrs · 122 filings |
AUM by Client Type
Total AUM
$614.9B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $614.9B | +15.5% | +19.3% | +22.7% | |
| Discretionary AUM | $614.9B | +15.5% | +19.3% | +22.7% | |
| Total Accounts | 2.2M | +10.9% | +8.6% | +19.6% | |
| Avg Account Size | $274,356.709 | +4.2% | +9.8% | +2.6% | |
| Employees | 532 | +35.0% | +3.3% | +3.1% | |
| AUM / Employee | $1.2B | 14.4% | +15.5% | +19.0% | |
Client AUM Segments | |||||
| Wealth AUM | $578.8B | +15.7% | +19.0% | +25.0% | |
| Institutional AUM | $31.1B | +11.6% | +21.8% | +33.1% | |
| Fund / Pooled AUM | $4.2B | +26.1% | +42.1% | +25.1% | |
| Other AUM | $803M | 3.4% | +13.9% | 49.1% | |
Client Count Segments | |||||
| HNW Clients | 2.1M | +10.6% | +8.0% | +20.4% | |
| Institutional | 21k | +10.3% | +7.7% | +26.3% | |
| Pooled / Fund | 4 | 50.0% | +23.8% | +32.6% | |
| Individuals | 94k | +18.1% | +27.7% | +31.3% | |
Key Metrics
| Total AUM | $614.93B |
| Discretionary | $614.93B |
| Employees | 532 |
| Client Accounts | 2241364 |
Contact & Location
Address
1000 CHESTERBROOK BOULEVARD , SUITE 250
BERWYN PA 19312
Phone
312-827-2800
Filing History
122 ADV Part 1 submissions
Fee Structure
% of AUMSubscriptionFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$614.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
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