AdvisorCensus / Financial advisors / Massachusetts / Boston / Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc.
Filed as VESTMARK ADVISORY SOLUTIONS, INC.
Vestmark Advisory Solutions, Inc. is an SEC-registered investment advisory firm in Wakefield, MA, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Vestmark Advisory Solutions, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Vestmark Advisory Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Vestmark Advisory Solutions, Inc. located?
Vestmark Advisory Solutions, Inc.'s principal office is in Wakefield, MA, according to its Form ADV.
Is Vestmark Advisory Solutions, Inc. registered with the SEC or a state?
Vestmark Advisory Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 221518.
How much does Vestmark Advisory Solutions, Inc. manage?
Vestmark Advisory Solutions, Inc. reports $49,854,767,353 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (32% discretionary).
How have Vestmark Advisory Solutions, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Vestmark Advisory Solutions, Inc.: Regulatory assets under management: $1,643,231,554 in the October 2021 data and $49,854,767,353 in the October 2026 data, up 2934%. Total employees: 7 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vestmark Advisory Solutions, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84,069).
Which custodians does Vestmark Advisory Solutions, Inc. use?
Vestmark Advisory Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., LPL Financial LLC, National Financial Services LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.
Does Vestmark Advisory Solutions, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/221518
What changed in Vestmark Advisory Solutions, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 12 to 25. Regulatory assets under management went from $10,019,300,000 to $49,854,767,353 (+398%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$49,854,767,353 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 33. Performing investment advisory functions: 25.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $49,854,767,353 | 33 | March 30, 2026 |
| October 2025 | $10,019,300,000 | 22 | March 31, 2025 |
| October 2024 | $5,637,000,000 | 27 | March 28, 2024 |
| October 2023 | $3,492,429,365 | 18 | August 9, 2023 |
| October 2022 | $2,745,448,643 | 10 | March 31, 2022 |
| October 2021 | $1,643,231,554 | 7 | June 29, 2021 |
Regulatory assets under management: $1,643,231,554 in the October 2021 data and $49,854,767,353 in the October 2026 data, up 2934%.
Total employees: 7 in October 2021 and 33 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 12 to 25.
- Regulatory assets under management went from $10,019,300,000 to $49,854,767,353 (+398%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vestmark Advisory Solutions, Inc. (CRD 221518): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vestmark-advisory-solutions-inc-wakefield-ma-221518