Envestnet Pmc

Envestnet Pmc (CRD# 111694) is a financial advisory firm headquartered in Chicago, IL. They manage $224,722,632,103 in 931,294 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    224,723
    MILLION
  • Total Number of Accounts
    931,294
    ACCOUNTS
  • Average Account Value
    $241,301
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 41 - 50 of 51 top financial advisors.
41
Clive M. Springer
CRD#: 3050108
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Clive Springer (CRD# 3050108) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 22 years of experience in the finance industry.

42
Richard A. Stanek
CRD#: 6909077
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Richard Stanek (CRD# 6909077) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 3 years of experience in the finance industry.

43
Jennifer M. Tarnoff
CRD#: 4798201
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Jennifer Tarnoff (CRD# 4798201) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 16 years of experience in the finance industry.

44
Brandon R. Thomas
CRD#: 2071577
35 E. Wacker Dr., Suite 1600, Chicago, IL 60601

Brandon Thomas (CRD# 2071577) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 30 years of experience in the finance industry.

45
Abigail A. Vernon
CRD#: 3036172
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Abigail Vernon (CRD# 3036172) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 18 years of experience in the finance industry.

46
Lucius J. Vinnola
CRD#: 5088215
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Lucius Vinnola (CRD# 5088215) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 15 years of experience in the finance industry.

47
Seth G. Wager
CRD#: 2538634
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Seth Wager (CRD# 2538634) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 26 years of experience in the finance industry.

48
Bryan E. Watson
CRD#: 3031222
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Bryan Watson (CRD# 3031222) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 17 years of experience in the finance industry.

49
John C. Yackel
CRD#: 2272600
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

John Yackel (CRD# 2272600) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 11 years of experience in the finance industry.

50
Lacey B. Zavelovich
CRD#: 5017492
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Lacey Zavelovich (CRD# 5017492) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 13 years of experience in the finance industry.

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