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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-25-1993
- Office Locations
- 4
Office Locations
About Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. delivers wealth management technology to financial advisors, wealth managers, and planners, helping them support financial wellness through an ecosystem of integrated solutions, intelligence, and tools. The firm operates across retail and institutional channels and highlights customer stories as proof of platform adoption.
Reported data analysis
What the numbers show
Between November 19, 2025 and June 30, 2026, reported AUM decreased 40.9%, from $29.3B to $17.3B.
Across 5 reported observations, AUM decreased 61.1% between March 31, 2022 and June 30, 2026, from $44.6B to $17.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 178 advisory representatives and 60,663 clients, or 340.8 clients per representative. That equates to $286.0K in reported AUM per client.
The profile lists 4 reported office locations and 33 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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AdvizorPro subscribers can review Envestnet Portfolio Solutions, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Envestnet Portfolio Solutions, Inc. 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
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KIPP RICHARD CORMIER
Advisor
- CRD
- #5441996
ANDREW BARTHOLOMEO SIMONETTI
--
- CRD
- #2823258
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,349,359,607 | $285,996 |
| Non-Discretionary | $0 | -- |
| Total | $17,349,359,607 | $285,996 |
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Separately Managed Accounts
SMA allocation detail is available
Envestnet Portfolio Solutions, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Envestnet Portfolio Solutions, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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