Wealth manager, wrap-program sponsor · Wakefield, MA
Vestmark Advisory Solutions, Inc.
SEC-registered investment adviser · CRD 221518 · SEC 801-114077
At a glance
Vestmark Advisory Solutions, Inc. is an SEC-registered investment adviser based in Wakefield, Massachusetts, with $49.9 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is individuals, and it reports 84,069 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 43rd of 8,915 wealth managers and 433rd of 17,210 SEC-registered advisers by assets.
Main office 888-355-0477vestmark.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $50B
- Rank among wealth managers
- #43 of 8,915
- Rank among all SEC RIAs
- #433 of 17,210
- Rank in Massachusetts
- #42 of 627
- Individual clients
- 84,069
- High-net-worth clients
- 0
- Accounts
- 84,069
- Discretionary
- 32% of AUM
- Employees
- 33
- Advisory staff
- 25
- Offices
- 1
Owners and executives on its Form ADV
- Sennet I. RubinVice President
- Denise M. AdamczykChief Compliance Officer
- Robert G. BattistaSenior Vice President/managing Director
- Conor W DalyChief Legal Officer
- Maral P BoyadjianSVP, Head of Portfolio Management
- Angela W. GingrasVice President, Advisory Operations
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 84,069 | $50B | 100% |
Disciplinary disclosures
Vestmark Advisory Solutions, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗vestmark.com ↗
AtlasMembers
The full record on Vestmark Advisory Solutions, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 91 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Vestmark Advisory Solutions, Inc. manage?
Vestmark Advisory Solutions, Inc. reports $49.9 billion in regulatory assets under management across 84,069 accounts, 32% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Vestmark Advisory Solutions, Inc.?
Vestmark Advisory Solutions, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Vestmark Advisory Solutions, Inc.’s clients?
By assets, its largest client types are individuals ($49.9 billion, 84,069 clients).
Does Vestmark Advisory Solutions, Inc. have any disciplinary history?
Vestmark Advisory Solutions, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Vestmark Advisory Solutions, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →