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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Envestnet Asset Management have?","answer":"Envestnet Asset Management has 56 investment adviser representatives registered with state securities authorities, out of 532 employees, and 178 perform investment advisory functions. 7 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Envestnet Asset Management invest in?","answer":"At the end of its last fiscal year, Envestnet Asset Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 3% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}