firm profile
Envestnet Pmc
Overview
Envestnet Pmc is an SEC registered investment adviser based in Berwyn, PA, registered since 2000. It reports $615B in assets under management across 2,241,364 accounts, with 532 employees. It has 59 investment adviser representatives.
- Reported AUM
- $615B
- Discretionary
- 100%
- Accounts
- 2,241,364
- Average account
- $274K
- Employees
- 532
- Advisory reps
- 59
- Registered since
- 2000
- Jurisdictions
- 53
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- 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 3 of 59
- Allan Reyes Avena Investment Adviser Rep CRD 2586030
- Alexander Christian Aycock Investment Adviser Rep CRD 8156346
- Thomas Gill Baker Investment Adviser Rep CRD 2172076
56 more advisory reps, with emails, phones and branch locations
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
- Website: envestnet.com/active-passive
Every state, with registration dates
Similar firms near Berwyn
- Envestnet Portfolio Solutions, Inc.Berwyn, PA$17.3B AUM
- Envestnet Retirement Solutions, LLCBerwyn, PA$16.3B AUM
- Chartwell Investment Partners, LLCBerwyn, PA$13B AUM
- QRG Capital Management, Inc.Berwyn, PA$11.4B AUM
- Great Valley Advisor Group, LLCBerwyn, PA$10.6B AUM
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