CR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B
Fee Structure
Minimum Investment:$250K
This firm provides investment management services to advisors, who then work with their clients. Envestnet does not directly set fees for clients. Clients should consult their advisor's Form ADV Part 2 for a description of the advisor's specific use of Envestnet and the programs, including fee information. Envestnet may receive fees from fund families or third-party model providers, creating potential conflicts of interest.
Areas of Practice
Investment Management
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Advisor Information
Office location
1000 Chesterbrook Blvd, #250, Berwyn, PA, 19312
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Envestnet Pmc
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Robustwealth, INC.
December 2017 - March 2020 · 2 yrs 3 mos
Hillview Capital Advisors, LLC
September 2012 - April 2017 · 4 yrs 7 mos
Nuveen Asset Management, LLC
September 2011 - January 2012 · 4 mos
Nuveen Fund Advisors, INC.
February 2009 - September 2011 · 2 yrs 7 mos
Rittenhouse Asset Management, INC.
August 2001 - January 2009 · 7 yrs 5 mos
State Registrations2 states
ILPA
Advisor
Exams
No exam information available for this advisor.