Envestnet Portfolio Solutions, Inc.

Overview

Envestnet Portfolio Solutions, Inc. is an SEC registered investment adviser based in Berwyn, PA, registered since 1993. It reports $17.3B in assets under management across 60,663 accounts, with 532 employees. It has 2 investment adviser representatives.

Reported AUM

$17.3B

Discretionary

100%

Accounts

60,663

Average account

$286K

Employees

532

Advisory reps

2

Registered since

1993

Jurisdictions

53

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Other Fees, Percentage of Assets and Subscription Fees. Sponsors a wrap fee program.

Executive officers 3 of 7

• Christopher Russell Todd Chief Executive Officer CRD 2275948
• Brandon Rockwell Thomas Co-Chief Investment Officer CRD 2071577
• Dana Marie D'Auria Co-Chief Investment Officer CRD 5870286

4 more executive officers, with direct contact details

Advisory reps 2 of 2

• Kipp Richard Cormier Investment Adviser Rep CRD 5441996
• Andrew Arthur Stavaridis Investment Adviser Rep CRD 5217147

Location

Headquarters

1000 Chesterbrook Blvd Ste 250
Berwyn, PA 19312

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions

Every state, with registration dates

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