Assets Under Management
$532.2B
Number of Clients
2,021,610
Number of Advisors
54
Average Client AUM
$263K
AUM per Advisor
$9.9B
Compensation
Fee-Only (AUM)Fixed/Hourly
Envestnet offers investment sub-advisory services through its wealth-tech platform, including SMA, UMA, and third-party fund strategist programs. They provide tools and services to advisors for client assessment, asset allocation, manager selection, and ongoing monitoring. Envestnet also serves institutional clients.
150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606