Envestnet Portfolio Solutions, Inc.

Envestnet Portfolio Solutions, Inc. (CRD# 109662) is a financial advisory firm headquartered in Boston, MA. They manage $10,355,031,777 in 61,829 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,355
    MILLION
  • Total Number of Accounts
    61,829
    ACCOUNTS
  • Average Account Value
    $167,479
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Envestnet Portfolio Solutions, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Timothy J. Clift
CRD#: 2088320
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

Timothy Clift (CRD# 2088320) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Boston, MA and has over 26 years of experience in the finance industry.

2
Kipp R. Cormier
CRD#: 5441996
75 State St, 6th Floor, Boston, MA 02109
93
Wealthminder
score

Kipp Cormier (CRD# 5441996) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Boston, MA and has over 9 years of experience in the finance industry.

3
David C. Robinson
CRD#: 2694044
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

David Robinson (CRD# 2694044) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Boston, MA and has over 22 years of experience in the finance industry.

4
Andrew B. Simonetti
CRD#: 2823258
75 State St, 6th Floor, Boston, MA 02109
93
Wealthminder
score

Andrew Simonetti (CRD# 2823258) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Boston, MA and has over 19 years of experience in the finance industry.

5
Andrew A. Stavaridis
CRD#: 5217147
75 State St, 6th Floor, Boston, MA 02109
93
Wealthminder
score

Andrew Stavaridis (CRD# 5217147) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Boston, MA and has over 17 years of experience in the finance industry.

6
Robert L. Vines
CRD#: 2817704
75 State St, 6th Floor, Boston, MA 02109
93
Wealthminder
score

Robert Vines (CRD# 2817704) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Boston, MA and has over 20 years of experience in the finance industry.

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