ENVESTNET PORTFOLIO SOLUTIONS, INC.

CHICAGO, Illinois·5 registered advisors·CRD# 109662

SEC# 801-435792312-827-2800

01

Firm Overview

AUM

$40.5B

Regulatory assets under management

Employees

415

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Other: A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT

03

Specialties

Investment Management Wealth Management

04

Advisors at ENVESTNET PORTFOLIO SOLUTIONS, INC.

5 registered advisors

Brandon Rockwell Thomas

CHICAGO, Illinois

Dale Joseph Seier

BOSTON, Massachusetts

Dana Marie D'auria

CHICAGO, Illinois

Debra Jane Devoe

CHICAGO, Illinois

Thomas Michael Sipp

CHICAGO, Illinois

05

Office Locations

CHICAGO, Illinois

BOSTON, Massachusetts

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Data sourced from SEC Form ADV filings. ENVESTNET PORTFOLIO SOLUTIONS, INC. (CRD# 109662) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.