Fee-only adviser · Wakefield, MA
Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wakefield, Massachusetts. On its latest Form ADV, filed March 30, 2026, it reports $49.9B in regulatory assets under management, 84,069 individual clients and 25 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 221518 · SEC file 801-114077 |
| Office | 100 Quannapowitt Pkwy Suite 205 Wakefield, MA 01880 |
| Phone | (888) 355-0477 |
| Website | www.vestmark.com |
| Regulatory assets under management | $49.9B ($15.8B discretionary) |
| Individual clients | 84,069 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 33 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Wakefield
- Oxford Martin, LLC $25M
Nearby
- Lynnfield 5 firms
- Reading 1 firm
- Melrose 1 firm
- Woburn 6 firms
- North Reading 2 firms
- Peabody 2 firms
- Winchester 3 firms
- Wilmington 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Vestmark Advisory Solutions, Inc.? Update this listing.