Clients
Vestmark Advisory Solutions serves 84,069 clients. The average client has about $593,000 with the firm.
- Individuals84,069 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 84,069 | $49,854,767,353 | 100.0% | $593K |
| Total | 84,069 | $49,854,767,353 | 100% | $593K |
- Clients
- 84,069
- Regulatory AUM
- $49,854,767,353
- Share
- 100.0%
- Avg. per client
- $593K
Total
- Clients
- 84,069
- Regulatory AUM
- $49,854,767,353
- Share
- 100%
- Avg. per client
- $593K
What it does
Vestmark Advisory Solutions provides portfolio management for individuals and small businesses. It is paid through a percentage of assets.
Vestmark Advisory Solutions advises no private funds.
31.7% of assets ($15.80B across 39,398 accounts) are managed with discretion; $34.06B across 44,671 accounts are not. $49.85B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks34%
- Funds64%
- Cash2%
Custodians
Vestmark Advisory Solutions’ client accounts are held mainly at UBS Financial Services, with 27% of managed assets, and Charles Schwab, with 16%. Vestmark Advisory Solutions does not have custody of client assets.
- UBS Financial ServicesUBS Financial Services Inc. · Weehawken, NJ · $13.30B27%
- FidelityNational Financial Services LLC · Boston, MA · $6.95B14%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $7.75B16%
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $5.06B10%
- All other custodians$16.79B34%
Ownership and leadership
Vestmark, Inc. owns 75% or more of Vestmark Advisory Solutions.
- Owns 75% or more of Vestmark Advisory Solutions, Inc.
Vestmark, Inc.
Control person · since April 2015
- Owns 75% or more of Vestmark, Inc.
David Blundin
Control person · since May 2001
Leadership
- Robert BattistaSenior Vice President/Managing Director
- Angela GingrasVice President, Advisory Operations
- Sennet RubinVice President
- Denise AdamczykChief Compliance Officer
- Maral BoyadjianSVP, Head of Portfolio Management
- Conor DalyChief Legal Officer
Staff
- 33 employees
- 25 in advisory functions
- 8 state-registered reps
Reported holdings
Vestmark Advisory Solutions’ reported 13F holdings total $10.65B across 1,464 positions, and the ten largest make up 16.9% of it.
- $10.65B
- Reported 13F value
- 1,464
- Positions
- 16.9%
- In the 10 largest
- +18.1%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt2.8%
- J P Morgan Exchange Traded F · Betabuildrs US2.3%
- Dimensional ETF Trust · US Cor Equ 2 ETF2.1%
- Vanguard Index Fds · S&P 500 ETF Shs1.8%
- Apple Inc.1.6%
- Nvidia Corporation1.5%
- Vanguard Star Fds · VG TL Intl Stk F1.4%
- Vanguard BD Index Fds · Total Bnd Mrkt1.3%
- Microsoft Corp.1.1%
- J P Morgan Exchange Traded F · Core Plus BD ETF1.1%
Together, the ten largest are 16.9% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $10.65B is not its $49.85B in regulatory assets and does not represent any individual client's portfolio.
Fees
Vestmark Advisory Solutions is paid through a percentage of assets under management.
Vestmark Advisory Solutions’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Vestmark Advisory Solutions has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 100 Quannapowitt Pkwy, Suite 205, WakefieldHQ
Registration details
- Legal name
- Vestmark Advisory Solutions, Inc.
- Headquarters
- 100 Quannapowitt Pkwy, Suite 205, Wakefield, MA 01880
- Phone
- 888-355-0477
- Website
- www.vestmark.com
- SEC file
- 801-114077
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Vestmark Advisory Solutions have?
Vestmark Advisory Solutions has 84,069 clients and manages $49.9 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Vestmark Advisory Solutions offer?
Vestmark Advisory Solutions provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Vestmark Advisory Solutions use?
Vestmark Advisory Solutions’ separately managed account assets are held at UBS Financial Services Inc. (Weehawken, NJ), with $13,299,955,650, Charles Schwab & Co., Inc. (San Francisco, CA), with $7,752,244,102, National Financial Services LLC (Boston, MA), with $6,953,806,194 and LPL Financial LLC (Fort Mill, SC), with $5,059,678,411. 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 March 2026
How many financial advisors does Vestmark Advisory Solutions have?
Vestmark Advisory Solutions has 8 investment adviser representatives registered with state securities authorities, out of 33 employees, and 25 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vestmark Advisory Solutions invest in?
At the end of its last fiscal year, Vestmark Advisory Solutions’ separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities and 2% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vestmark Advisory Solutions?
Vestmark Advisory Solutions is owned through a holding company by David Blundin. Its direct owner is Vestmark, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Vestmark Advisory Solutions get paid?
Vestmark Advisory Solutions is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
