ENVESTNET PORTFOLIO SOLUTIONS, INC.
C37
CRD 109662·SEC 801-43579·CHICAGO, IL
AUM
$17.35B
$1B+
Est. Revenue
$173.5M
@ 1% on AUM
Est. EBITDA
$52.0M
@ 30% margin
Est. Deal Value
$416.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $17.36B
'21 · $28.37B
'22 · $34.45B
'23 · $44.60B
'25 · $29.34B
'26 · $17.35B
'20'26
$17.36B → $17.35B▬ 0%
Operations
Advisory staff (5-yr trend)
'20 · 671 advisors
'21 · 251 advisors
'22 · 292 advisors
'23 · 302 advisors
'25 · 187 advisors
'26 · 178 advisors
'20'26
671 advisors → 178 advisors▼ -73%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1000 CHESTERBROOK BOULEVARDSUITE 250BERWYN, PA 19312
Business
222 N. LASALLE ST.SUITE 625CHICAGO, IL 60601
Edgar Recent Filings
13F-HR2026-04-29 · 0001214659-26-005209
13F-HR2026-02-06 · 0001214659-26-001251
Rdap Nameservers
Ns-1463.awsdns-54.orgNs-1886.awsdns-43.co.ukNs-682.awsdns-21.netNs-70.awsdns-08.com