Est. Revenue
$498.5M
@ 1% on AUM
Est. EBITDA
$149.6M
@ 30% margin
Est. Deal Value
$1.20B
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
VESTMARK ADVISORY SOLUTIONS, INC.
Economics
AUM trajectory
'20'26
$680.7M → $49.85B▲ +7224%
Operations
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'20'26
3 advisors → 25 advisors▲ +733%
Primary office
WAKEFIELD MA
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Filings
Latest ADV filing
03/30/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
VESTMARK, INC.
Control Persons
VESTMARK, INC.
BATTISTA, ROBERT, GUIDO
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain Creation Date
2002-12-30T19:18:19Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar First Filing Date
2019-05-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002206
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.4219
Soi Zip Pct 200k Plus
0.1707
Soi Zip Returns 200k Plus
2,460
Soi Zip Total AGI
1,770,326
Fdic Zip Total Deposits
19,755,630,000
Fdic Zip Top Banks
The Savings Bank
Eastern Bank
Compliance & brand
Firm Registration Status
active
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full| Charles Schwab | 9 |
| Lpl Financial | 4 |
| E*trade | 4 |
| Fidelity | 3 |
| Goldman Sachs | 2 |
Edgar Addresses
Mailing100 QUANNAPOWITT PKWYSUITE 205WAKEFIELD, MA 01880
Business100 QUANNAPOWITT PKWYSUITE 205WAKEFIELD, MA 01880
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002206
13F-HR2026-02-06 · 0001172661-26-000526
Fdic Zip Branches Raw
Shawmut Bank, National AssociationWakefield, MA
BayBankWakefield, MA
Fdic Zip Top Bank Share Pct
48.66
Fee Schedule
| Bracket Ix | 64 |
| Bracket I | 34 |
| Bracket Xi | 2 |
| Bracket Ii | 0 |
| Bracket Iii | 0 |
Rdap Domain Expiration Date
2026-12-30T19:18:19Z
Rdap Domain Last Changed
2022-01-31T20:50:20Z
Rdap Nameservers
Dns1.p06.nsone.netDns2.p06.nsone.netDns3.p06.nsone.netDns4.p06.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
60,771
Soi Zip Total Cap Gains
62,591
Soi Zip Total Dividends
29,370
Soi Zip Total Returns
14,410
Trust Company Affiliate
No
BATTISTA, ROBERT, GUIDO
IAR · Executive Officer · 2.5%
BOYADJIAN, MARAL, P
Executive Officer · 2.5%
DALY, CONOR, W
Executive Officer · 2.5%
GINGRAS, ANGELA, WANDA
Executive Officer · 2.5%
RUBIN, SENNET, IAN
Executive Officer · 2.5%
ADAMCZYK, DENISE, MARIE
Executive Officer · 2.5%
ALEXANDER STEWART MARTLAND
IAR
KATELYN NICOLE WEBSTER
IAR
TRISTAN WILLIAMS BENOIT
IAR
