Envestnet Pmc

Envestnet Pmc (CRD# 111694) is a financial advisory firm headquartered in Chicago, IL. They manage $175,291,042,227 in 810,502 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    175,291
    MILLION
  • Total Number of Accounts
    810,502
    ACCOUNTS
  • Average Account Value
    $216,275
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Envestnet Pmc
Showing 1 - 10 of 57 top financial advisors.
1
Allan R. Avena
CRD#: 2586030
La Crescenta, CA

Allan Avena (CRD# 2586030) is an Investment Advisor Representative working at Envestnet Pmc in La Crescenta, CA and has over 23 years of experience in the finance industry.

2
Aaron D. Bauer
CRD#: 4909474
35 E. Wacker Dr., Suite 1600, Chicago, IL 60601

Aaron Bauer (CRD# 4909474) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 15 years of experience in the finance industry.

3
Andre C. Behrmann
CRD#: 2400058
75 State St, 6th Floor, Boston, MA 02109

Andre Behrmann (CRD# 2400058) is an Investment Advisor Representative working at Envestnet Pmc in Boston, MA and has over 23 years of experience in the finance industry.

4
Calvin D. Bryant
CRD#: 3270582
16633 Dallas Parkway, Suite 700, Addison, TX 75001

Calvin Bryant (CRD# 3270582) is an Investment Advisor Representative working at Envestnet Pmc in Addison, TX and has over 21 years of experience in the finance industry.

5
Todd A. Buck
CRD#: 2736289
117 W Gay Street, West Chester, PA 19380

Todd Buck (CRD# 2736289) is an Investment Advisor Representative working at Envestnet Pmc in West Chester, PA and has over 24 years of experience in the finance industry.

6
Russell C. Colburn
CRD#: 5369387
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Russell Colburn (CRD# 5369387) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 6 years of experience in the finance industry.

7
Jeffrey A. Delcorse
CRD#: 5651204
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Jeffrey Delcorse (CRD# 5651204) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 11 years of experience in the finance industry. Jeffrey Delcorse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael J. Dreveny
CRD#: 6230698
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Michael Dreveny (CRD# 6230698) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 6 years of experience in the finance industry.

9
Matthew A. Erickson
CRD#: 4291269
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Matthew Erickson (CRD# 4291269) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 20 years of experience in the finance industry.

10
Michael H. Featherman
CRD#: 4502335
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Michael Featherman (CRD# 4502335) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 18 years of experience in the finance industry.

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