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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-10-2000
- Office Locations
- 36
Office Locations
About Envestnet PMC
Envestnet PMC provides an ecosystem of wealth management technology for advisors, combining data and intelligence with tools for financial planning, portfolio construction, and asset allocation. The firm supports implementation across ETFs, mutual funds, fixed income, and alternatives for retail and institutional advisor channels, and can operate on major custodians such as Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 19, 2025 and June 30, 2026, reported AUM increased 15.5%, from $532.2B to $614.9B.
Across 5 reported observations, AUM increased 96.7% between June 17, 2022 and June 30, 2026, from $312.6B to $614.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 178 advisory representatives and 2,241,364 clients, or 12,591.9 clients per representative. That equates to $274.4K in reported AUM per client.
The profile lists 36 reported office locations and 26 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Envestnet PMC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANA MARIE D'AURIA MS.
Co-Chief Investment Officer, CO-CIO
- CRD
- #5870286
- Ownership
- Less than 5%
DEBRA JANE DEVOE
Chief Compliance Officer, Managing Director
- CRD
- #2372586
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
ALLAN REYES AVENA
--
- CRD
- #2586030
ALEXANDER CHRISTIAN AYCOCK
--
- CRD
- #8156346
Showing 2 of 63 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $614,933,249,744 | $274,357 |
| Non-Discretionary | $0 | -- |
| Total | $614,933,249,744 | $274,357 |
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Separately Managed Accounts
SMA allocation detail is available
Envestnet PMC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Envestnet PMC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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