$17.3B Total AUM
$17.3B Disc. AUM
-- 3Y CAGR
532 Employees
60,663 ADV. Clients
33 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-25-1993
- Office Locations
- 4
Office Locations
1000 Chesterbrook Boulevard , Suite 250 Berwyn PA
ONE North Wacker Drive, Suite 1925 Chicago IL
-- Wellesley MA
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.
Team overview
49 AVG AGE
$97.5M AVG AUM / ADVISOR
$286.0K AVG AUM / CLIENT
8.4 yrs AVG TENURE
532 Employees
178 Advisory Reps
59 RIA Reps
33yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DANA MARIE D'AURIA MS.
Co-Chief Investment Officer, CO-CIO
- CRD
- #5870286
- Ownership
- Less than 5%
Available
Available
Available
D
DEBRA JANE DEVOE
Chief Compliance Officer
- CRD
- #2372586
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 7 owners & executives
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K
KIPP RICHARD CORMIER
Advisor
- CRD
- #5441996
Available
Available
Available
A
ANDREW BARTHOLOMEO SIMONETTI
--
- CRD
- #2823258
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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