Assets Under Management
$29.3B
Number of Clients
129,586
Number of Advisors
4
Average Client AUM
$226K
AUM per Advisor
$7.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
Envestnet Portfolio Solutions (EPS) provides investment management and advisory services through independent advisors for their clients. EPS also serves institutional clients. They offer sub-advisory services through various programs, including Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), and Third-Party Fund Strategists.
150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606