# 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.

- CRD: 221518
- Filed as: VESTMARK ADVISORY SOLUTIONS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wakefield, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/221518
- AdvisorCensus page: https://advisorcensus.com/firm/vestmark-advisory-solutions-inc-wakefield-ma-221518

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC
- National Financial Services LLC
- UBS Financial Services Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $49,854,767,353
- Discretionary: $15,798,713,705
- Non-discretionary: $34,056,053,648

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84,069 | $49,854,767,353 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 33 total, 25 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL, MA, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vestmark.com](https://vestmark.com)
- Facebook @Vestmark
- LinkedIn @vestmark
- X @Vestmark
- YouTube @VestmarkInc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,643,231,554 | 7 | June 29, 2021 |
| October 2022 | $2,745,448,643 | 10 | March 31, 2022 |
| October 2023 | $3,492,429,365 | 18 | August 9, 2023 |
| October 2024 | $5,637,000,000 | 27 | March 28, 2024 |
| October 2025 | $10,019,300,000 | 22 | March 31, 2025 |
| October 2026 | $49,854,767,353 | 33 | March 30, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vestmark Advisory Solutions, Inc. (CRD 221518): Form ADV filing data as of October 2026.