Envestnet Pmc
Berwyn, PA·SEC-registered · CRD #111694
Envestnet Pmc is an SEC-registered investment advisory firm in Berwyn, PA managing $615B across 2.2M client accounts, with 178 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$615B
Client accounts
2.2M
Advisory staff
178
Fee model
Fee-based
How Envestnet Pmc is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Envestnet Pmc
How much does Envestnet Pmc manage?
Per its most recent SEC Form ADV filing (06/30/2026), Envestnet Pmc reports $615B in regulatory assets under management across roughly 2.2M client accounts.
How does Envestnet Pmc charge?
Envestnet Pmc is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Fixed fees, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Envestnet Pmc a fiduciary?
Yes. Envestnet Pmc is registered with the U.S. Securities and Exchange Commission (CRD #111694), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Envestnet Pmc taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Envestnet Pmc and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Berwyn, PA
Profile compiled from Envestnet Pmc's public SEC Form ADV filing (CRD #111694, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Envestnet Pmc. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Envestnet Pmc? Claim this profile.