Envestnet Portfolio Solutions, Inc.

Overview

Envestnet Portfolio Solutions, Inc. is a corporate advisory organization that has been registered with the SEC since 1993. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses and institutions, along with selection of other advisers. It operates under a mix of fee arrangements — percentage-of-AUM, subscription, fixed fees and other structures — and is identified in filings as an active ESG investor. Regulatory and business affiliations extend beyond a single label: the firm is connected with broker-dealer activity, other registered investment advisers, commodity pool/operator or CTA activity, insurance company relationships, and sponsor/GP roles for pooled investment vehicles. It is not classified as a capital allocator, is not a multi-state adviser per the snapshot, and is not listed as a related adviser.

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Public Holdings

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Location & Offices