Envestnet Pmc

Firm record

As recorded in SEC IAPD

Firm CRD

111694

SEC number

801-57260

Firm type

RIA

Assets under management

$614.9B as of Jun 30, 2026

Website

www.envestnet.com/active-passive ↗

Phone

312-827-2800

Address

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA, 19312

Advisors at this firm

50 in our index · page 1 of 1

• Allan Reyes AvenaCRD 2586030 · Glendale, CA
  IA RegisteredRegistration inactive
• Alexander Christian AycockCRD 8156346 · Raleigh, NC
  IA Registered
• Thomas Gill BakerCRD 2172076 · Sparks, MD
  IA RegisteredRegistration inactive
• Aaron David BauerCRD 4909474 · Chicago, IL
  IA Registered
• Andre Charles BehrmannCRD 2400058 · Medfield, MA
  IA Registered
• Andrew David BrickCRD 6157334 · Berwyn, PA
  IA RegisteredRegistration inactive
• Calvin Don BryantCRD 3270582 · Frisco, TX
  IA Registered
• John Warren BuckeyCRD 7072820 · Johnstown, CO
  IA RegisteredRegistration inactive
• Christopher Layton BarlowCRD 4183809 · Lehi, UT
  IA RegisteredRegistration inactive
• Kori BrooksCRD 3171096 · Denver, CO
  IA RegisteredRegistration inactive
• Russell Charles ColburnCRD 5369387 · Berwyn, PA
  IA Registered
• Brian J ConnellyCRD 5869382 · Berwyn, PA
  IA RegisteredRegistration inactive
• James F ConybearCRD 7770308 · Tinley Park, IL
  IA RegisteredRegistration inactive
• Anthony John DelmastroCRD 5832316 · Newington, CT
  IA Registered
• Denise Marie DianaCRD 4147113 · Manchester, CT
  IA Registered
• Michael James DrevenyCRD 6230698 · Aurora, IL
  IA RegisteredRegistration inactive
• Matthew Aubrey EricksonCRD 4291269 · Berwyn, PA
  IA RegisteredRegistration inactive
• Michael Hoffer FeathermanCRD 4502335 · Denver, CO
  IA RegisteredRegistration inactive
• Enrique Jorge GelpiCRD 5917638 · Greenville, SC
  IA RegisteredRegistration inactive
• Trinity S. GrayCRD 4832316 · Berwyn, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph Thomas HeidemanCRD 5523928 · Berwyn, PA
  IA RegisteredRegistration inactive
• David Lee HeinCRD 3223202 · Berwyn, PA
  IA RegisteredRegistration inactive
• Eli Dixon HillCRD 8177575 · Raleigh, NC
  IA Registered
• Ryan S. HorvathCRD 6830218 · Berwyn, PA
  IA Registered
• Sean Thomas HumphreysCRD 6961544 · Denver, CO
  IA Registered
• Nathan Lloyd JohnsonCRD 5859372 · Kirkland, WA
  IA RegisteredRegistration inactive
• Alan Robert KreuzbergerCRD 5772096 · Denver, CO
  IA RegisteredRegistration inactive
• Brian Patrick MallenCRD 6062480 · Downers Grove, IL
  IA RegisteredRegistration inactive
• Rachel B MandeixCRD 5971656 · Berkley, MA
  IA Registered
• Janet Louise Mariconti- ShabmanCRD 1240571 · Cortlandt Manor, NY
  IA RegisteredRegistration inactive
• Andrew Thomas McdonaldCRD 6645114 · Berwyn, PA
  IA RegisteredRegistration inactive
• Brad Nicholas McilvaineCRD 5955104 · Berwyn, PA
  IA RegisteredRegistration inactive
• Mark Jason McmahonCRD 4043327 · Portland, OR
  IA Registered
• Megan L. MeadCRD 5320688 · Berwyn, PA
  IA RegisteredRegistration inactive
• Steven David MisheikisCRD 5651080 · Elk Grove Village, IL
  IA Registered
• Luke Andrew MaiorielloCRD 8086706 · Berwyn, PA
  IA Registered
• Shannon Michelle MasseyCRD 2593683 · Boston, MA
  IA RegisteredRegistration inactive
• Scott M PearlmanCRD 4395530 · Easton, CT
  IA RegisteredRegistration inactive
• Michael Andrew PescatoreCRD 2765436 · Arlington, MA
  IA Registered
• Todd Douglas RaisCRD 5800917 · Denver, CO
  IA Registered
• Catherine Theresa ReeseCRD 2006207 · Berwyn, PA
  IA Registered
• Robert W RiggsCRD 4518969 · Wheaton, IL
  IA RegisteredRegistration inactive
• Regan Burke RyanCRD 4669944 · Chesterton, IN
  IA RegisteredRegistration inactive
• Michael Anthony SalduttiCRD 4460545 · Jenkintown, PA
  IA RegisteredRegistration inactive
• Kevin Patrick St. ClairCRD 4184852 · Berwyn, PA
  IA RegisteredRegistration inactive
• Richard Andrew StanekCRD 6909077 · Berwyn, PA
  IA Registered
• Jennifer Marie TarnoffCRD 4798201 · Berwyn, PA
  IA RegisteredRegistration inactive
• Seth Garrett WagerCRD 2538634 · Berwyn, PA
  IA RegisteredRegistration inactive
• Nathan Edward YatesCRD 5795576 · Clintwood, VA
  IA Registered
• Lacey Blair ZavelovichCRD 5017492 · Berwyn, PA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.