Vestmark Advisory Solutions, Inc.
- Regulatory AUM
- $49.9B
- Discretionary
- $15.8B
- Clients
- 84,069
- Avg AUM / client
- $593K
- Accounts
- 84,069
- Employees
- 33
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Asset allocation (SMA assets by investment type)
as of Mar 30, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84,069 | $49.9B | 100.0% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blundin, David, Bransford | Chairman | May 2001 (25y) | ≈ 56.25% – 100% via Vestmark, Inc. | |
| Rubin, Sennet, Ian | Vice President | Sep 2019 (7y) | Less than 5% | |
| Adamczyk, Denise, Marie | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Boyadjian, Maral, P | Svp, Head Of Portfolio Management | Apr 2022 (4y) | Less than 5% | |
| Robert Guido Battista | Senior Vice President/Managing Director | Apr 2022 (4y) | Less than 5% | |
| Ryabchenko, Tatyana, Vladimirovna | Vp, Head Of Investment Product | Feb 2023 (4y) | Less than 5% | |
| Luke Samuele Bruno | Registered representative | Aug 2023 (3y) | ||
| Alexander Stewart Martland | Registered representative | Oct 2023 (3y) | ||
| Tristan Williams Benoit | Registered representative | Feb 2024 (2y) | ||
| Brian Overton | Registered representative | May 2025 (1y) | ||
| Robert F Kozlowski | Registered representative | Sep 2025 (1y) | ||
| Katelyn Nicole Webster | Registered representative | Dec 2025 (1y) | ||
| Mark Adam Scanlan | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vestmark, Inc. | Owner | Apr 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Blundin, David, Bransford: 75% – 100% of Vestmark, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- UBS $13.3B (27% of AUM) Mar 2026
- Charles Schwab & Co. $7.8B (16% of AUM) Mar 2026
- National Financial Services (Fidelity) $7.0B (14% of AUM) Mar 2026
- LPL Financial $5.1B (10% of AUM) Mar 2026
- Janney Montgomery Scott Llc $1.5B (43% of AUM) Oct 2023
- Capital One Financial Corporation $19.3M (2% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗