10 largest TAMPs by assets in 2022
1. Envestnet
Assets: $818.4 billion ($362 billion AUM; $456.3 billion AUA)
Website: www.envestnet.com
Custodian: Fidelity IWS, National Financial, Schwab, Pershing, TD Ameritrade, JP Morgan, RBC, First Clearing, Sterne Agee and others
Type of products: Adviser-directed UMA/UMH, mutual fund wrap, ETF models, SMAs, model-only SMA, fund strategist portfolios