Envestnet Portfolio Solutions, Inc.

$17.35BAssets under management
as of Jun 2026 · SEC Form ADV
Berwyn, PA
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Custodial Platform
Fidelity
Per Form ADV · $14.3B held · filed Dec 2024
U.S. Bank
Per Form ADV · $9.6B held · filed Dec 2024
Pershing
Per Form ADV · $8.5B held · filed Dec 2024
First Citizens Bank & Trust Company
Per Form ADV · $6.7B held · filed Dec 2024