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ENVESTNET PMC

BERWYN, PA · CRD 111694 · IAPD ↗ · envestnet.com · 312-827-2800

$614.93BRegulatory AUM
178Advisory reps
532Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — ENVESTNET PMC moved its main office from CHICAGO, IL to BERWYN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2026 — ENVESTNET PMC shrank from 187 to 178 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — ENVESTNET PMC shrank from 273 to 187 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — ENVESTNET PMC shrank from 313 to 273 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.