DBA: ENVESTNET PMC
| 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 | +46.7% /yrover 25 yrs · 121 filings |
Total AUM
$614.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $614.9B | +15.5% | +20.4% | +21.9% | |
| Discretionary AUM | $614.9B | +15.5% | +20.4% | +21.9% | |
| Total Accounts | 2.2M | +10.9% | +9.1% | +18.9% | |
| Avg Account Size | $274,356.709 | +4.2% | +10.4% | +2.6% | |
| Employees | 532 | +35.0% | +3.5% | +3.0% | |
| AUM / Employee | $1.2B | 14.4% | +16.4% | +18.4% | |
Client AUM Segments | |||||
| Wealth AUM | $578.8B | +15.7% | +20.2% | +24.1% | |
| Institutional AUM | $31.1B | +11.6% | +23.1% | +31.9% | |
| Fund / Pooled AUM | $4.2B | +26.1% | +44.8% | +24.2% | |
| Other AUM | $803M | 3.4% | +14.7% | 47.9% | |
Client Count Segments | |||||
| HNW Clients | 2.1M | +10.6% | +8.5% | +19.7% | |
| Institutional | 21k | +10.3% | +8.2% | +25.3% | |
| Pooled / Fund | 4 | 50.0% | +25.2% | +31.4% | |
| Individuals | 94k | +18.1% | +29.4% | +30.2% | |
| Total AUM | $614.93B |
| Discretionary | $614.93B |
| Employees | 532 |
| Client Accounts | 2241364 |
Address
222 N. LASALLE ST., SUITE 625
CHICAGO IL 60601
Phone
312-827-2800
Filing History
121 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$614.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody