Envestnet Asset Management, Inc.
● SEC registered since 2000CRD 111694SEC# 801-57260Berwyn, PA
Reg. AUM
$614.93B
Employees
532
Accounts
2,241,364
Location
Berwyn, PA
Envestnet Asset Management, Inc. assets under management
Envestnet Asset Management, Inc. operates as an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2000. It reports $614.9 billion in regulatory assets under management and employs 532 people.
Envestnet Asset Management, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Rockwell Thomas Control | Co-Cio | Under 5% | 2001 |
| Christopher Russell Todd Control | Chief Executive Officer | Under 5% | 2025 |
| Dana Marie D'Auria Control | Co-Cio | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Envestnet Asset Management, Inc. manage?
Envestnet Asset Management, Inc. reports $614.9 billion in regulatory assets under management on its Form ADV.
How many employees does Envestnet Asset Management, Inc. have?
Envestnet Asset Management, Inc. reports 532 employees.
Where is Envestnet Asset Management, Inc. located?
Envestnet Asset Management, Inc. is based in Berwyn, PA and has been SEC-registered since 2000.
Does Envestnet Asset Management, Inc. disclose fund performance?
Envestnet Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 |
| Phone | 312-827-2800 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1407543 |
| Discloses disciplinary history | No |
Regulatory AUM
$614.93B▲ 1443161%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$614.93Bregulatory AUM
Discretionary $614.93B