E
$532.2B Total AUM
$532.2B Disc. AUM
16.9% 3Y CAGR
394 Employees
2,021,610 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Eagle beaconOak atlas +more
- Established Date
- 02-10-2000
- Office Locations
- 31
Office Locations
1000 Chesterbrook Blvd Berwyn PA
1801 California St. Denver CO
222 N. Lasalle St., Suite 625 Chicago IL
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.
Team overview
41 AVG AGE
$2.8B AVG AUM / ADVISOR
$263.3K AVG AUM / CLIENT
7 yrs AVG TENURE
394 Employees
187 Advisory Reps
57 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Ember peak Fusion Summit vertex Zenith Momentum Harbor Oak
Client Personas
Atlas pioneer
Custodian
Crest quantum Vital Matrix matrix Quantum capital Eagle Glacier matrix Harbor Catalyst alpha Foundation element Signal oak Momentum Peak wave Quantum Focus harbor Capital eagle
Fund Managers
Eagle
Investment Themes
Summit Delta Zenith vertex Fusion Atlas radial Delta Legacy Ember
Investment Vehicles
Foundation ember Delta horizon
Platform
Capital summit Harbor Unison Optima vector
Services
Foundation ridge Radial glacier Bridge optima Ember North eagle North Fusion Momentum
Technology
Ember ridge Radial legacy Harbor crest Horizon crest Capital Atlas
Owner & Executives
D
DANA MARIE D'AURIA MS.
Co-Chief Investment Officer, CO-CIO
- CRD
- #5870286
- Ownership
- Less than 5%
(302) 782-5272
eagle.element@momentumcapital.com
in linkedin.com/in/oak-frontier
D
DEBRA JANE DEVOE
Chief Compliance Officer
- CRD
- #2372586
- Ownership
- Less than 5%
(239) 789-6739
glacier.horizon@unisoncapital.com
in linkedin.com/in/meridian-pathway
R
Radial alpha
Wave ember matrix
- CRD
- #47057
- Ownership
- 22.0%
(350) 854-6631
horizon.crest@timbercapital.com
in linkedin.com/in/glacier-crest
Showing 2 of 7 owners & executives
Unlock allContacts
A
ALLAN REYES AVENA
--
- CRD
- #2586030
(248) 293-9221
legacy.catalyst@matrixcapital.com
in linkedin.com/in/pathway-timber
A
ALEXANDER CHRISTIAN AYCOCK
--
- CRD
- #8156346
(294) 444-8875
foundation.vector@frontiercapital.com
in linkedin.com/in/wave-vector
O
Optima foundation
Legacy wave
- CRD
- #39017
(688) 965-7707
eagle.delta@valuecapital.com
in linkedin.com/in/capital-vector
Showing 2 of 59 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $532,197,263,852 | $263,254 |
| Non-Discretionary | $0 | -- |
| Total | $532,197,263,852 | $263,254 |
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Separately Managed Accounts
Total SMA Asset: $528,851,768,248
Public Funds:
15.8% Equity - Exchange:
14.8% Cash:
13.5% Municipal Bonds:
16.3% Corporate - Investment Grade:
19.8% U.S. Government/Agency:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $850,138,949 | 15.8% |
| Equity - Exchange | $796,332,686 | 14.8% |
| Cash | $726,384,545 | 13.5% |
| Municipal Bonds | $877,042,080 | 16.3% |
| Corporate - Investment Grade | $1,065,363,999 | 19.8% |
| U.S. Government/Agency | $1,065,363,999 | 19.8% |
| Total | $5,380,626,258 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL EAGLE | FUSION CAPITAL | BV8JCNKJO | AEW | 4.05% | $107,862,587 |
| TIMBER VALUE CATALYST | FRONTIER CATALYST | Z69H2OZGZ | SZLGI | 6.66% | $46,212,403 |
| RADIAL BRIDGE | TIMBER HORIZON | LZ3PNC8Q0 | WYIW | 5.00% | $45,634,158 |
| VECTOR OAK CATALYST | MERIDIAN FOUNDATION | L78P01TU9 | KGN | 6.34% | $65,995,655 |
| SIGNAL BEACON | DELTA HARBOR | Z9UBB7CAB | GQUO | 6.03% | $115,482,973 |
| DELTA GLACIER | BRIDGE ALPHA | XN8NTVB1F | UYSXC | 8.76% | $110,557,893 |
| MOMENTUM PIONEER | VERTEX MOMENTUM | 1YOOGPQ3F | RPQY | 11.28% | $57,171,379 |
| RIDGE INSIGHT EAGLE | WAVE VERTEX | L1B7ETAP0 | KYSZD | 8.44% | $75,871,241 |