Envestnet, Inc.
$366M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$206K
$366M
2022
2024
Same-firm comparison: 2 firms that reported Envestnet, Inc. in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022 is shown but partial — only FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Suncoast Equity Management, Llc | $364M | $1.9B | 19.5% | 03/21/2025 |
| Templeton Global Advisors Limited | $1.4M | $19.4B | 0.0% | 12/24/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.