Envestnet Portfolio Solutions, Inc.
● SEC registered since 1993CRD 109662SEC# 801-43579Berwyn, PA
Reg. AUM
$17.35B
Employees
532
Accounts
60,663
Location
Berwyn, PA
Envestnet Portfolio Solutions, Inc. assets under management
Envestnet Portfolio Solutions, Inc. operates as an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 1993. It reports $17.3 billion in regulatory assets under management and employs 532 people.
Envestnet Portfolio Solutions, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Rockwell Thomas Control | Co-Cio | Under 5% | 2011 |
| 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 Portfolio Solutions, Inc. manage?
Envestnet Portfolio Solutions, Inc. reports $17.3 billion in regulatory assets under management on its Form ADV.
How many employees does Envestnet Portfolio Solutions, Inc. have?
Envestnet Portfolio Solutions, Inc. reports 532 employees.
Where is Envestnet Portfolio Solutions, Inc. located?
Envestnet Portfolio Solutions, Inc. is based in Berwyn, PA and has been SEC-registered since 1993.
Does Envestnet Portfolio Solutions, Inc. disclose fund performance?
Envestnet Portfolio Solutions, 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 | 1998033 |
| Discloses disciplinary history | No |
Regulatory AUM
$17.35B▼ 57%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$17.35Bregulatory AUM
Discretionary $17.35B