Overview
Assets Under Management: $532.2 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 187
Average Client Assets: $1.8 billion
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.97
Average High-Net-Worth Client Assets: $1.8 billion
Total Client Accounts: 2,021,610
Discretionary Accounts: 2,021,610
Regulatory Filings
CRD Number: 111694
Filing ID: 2001375
Last Filing Date: 2025-07-01 16:53:00
Website: https://envestnet.com