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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · UBS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-31-2016
- Office Locations
- 7
Office Locations
About Vestmark Advisory Solutions, Inc.
Vestmark builds a scalable wealth platform for large wealth and asset managers, combining portfolio management/trading, an advisor suite, and investment advisory services. Its model marketplace connects advisors to 1,400+ strategies from 225+ asset managers, with white-label delivery, fee transparency, and flexible integration into existing stacks. Vestmark can also outsource operations and trading, and uses AI to surface insights and save advisor time.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 397.6%, from $10.0B to $49.9B.
Across 5 reported observations, AUM increased 1715.9% between March 31, 2022 and March 30, 2026, from $2.7B to $49.9B.
Of the latest reported AUM, 31.7% is discretionary and 68.3% is non-discretionary.
The firm reports 25 advisory representatives and 84,069 clients, or 3,362.8 clients per representative. That equates to $593.0K in reported AUM per client.
The profile lists 7 reported office locations and 10 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Vestmark Advisory Solutions, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DENISE MARIE ADAMCZYK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
ROBERT GUIDO BATTISTA
MANAGING DIRECTOR, SENIOR VICE PRESIDENT
- CRD
- #4927631
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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TRISTAN WILLIAMS BENOIT
--
- CRD
- #5034436
LUKE SAMUELE BRUNO
--
- CRD
- #6088753
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,798,713,705 | $401,003 |
| Non-Discretionary | $34,056,053,648 | $762,375 |
| Total | $49,854,767,353 | $593,022 |
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Separately Managed Accounts
SMA allocation detail is available
Vestmark Advisory Solutions, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Vestmark Advisory Solutions, Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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