# ENVESTNET PORTFOLIO SOLUTIONS, INC.

ENVESTNET PORTFOLIO SOLUTIONS, INC. of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 109662
- Type: SEC-registered investment adviser
- SEC file number: 801-43579
- Location: 1000 CHESTERBROOK BOULEVARD , SUITE 250, BERWYN, PA, 19312
- Phone: 312-827-2800
- Latest filing: 2026-06-30
- Regulatory AUM: $17.3B
- Discretionary AUM: $17.3B
- Clients: 532
- Accounts: 60,663

## Business model

- Compensation: % of AUM, Fixed, Subscription, Other
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (57)

_Showing 25 of 57 people._

| Name | Role | Location |
| --- | --- | --- |
| John Hofmann | CHIEF FINANCIAL OFFICER | Watertown, MA |
| Brandon Rockwell Thomas | CO-CIO | — |
| Shelly S O'Brien | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY; CORPORATE SECRETARY | — |
| Dana Marie D'Auria | CO-CIO | — |
| Christopher Russell Todd | CHIEF EXECUTIVE OFFICER | — |
| Kathryn Michele Evans | CHIEF OPERATIONS OFFICER | — |
| Debra Jane Devoe | CHIEF COMPLIANCE OFFICER; SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | — |
| Joshua B Warren | CHIEF FINANCIAL OFFICER | — |
| Thomas Michael Sipp | EVP, ENVESTNET BUSINESS LINES | — |
| O'NEILL CHARLES THEODORE | TRUSTEE | — |
| RAYNAUD MARC | DIRECTOR | — |
| LAPOMME PIERRE MARC | DIRECTOR | — |
| SIPP THOMAS MICHAEL | EVP, ENVESTNET BUSINESS LINES | — |
| DELCOL ROBERT EGIDIO | CHAIRMAN; PRESIDENT; PRESIDENT, DIRECTOR (+1 more) | — |
| CLIFT TIMOTHY JOHN | SVP CHIEF INVESTMENT OFFICER; VP | — |
| WALLACE JOHN ROBERT | CFO; CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, TREASURER | — |
| DONNELLY SCOTT LAWRENCE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY | — |
| FOX JAMES LAWRENCE | CHAIRMAN; EVP CHIEF OPERATING OFFICER; EVP, CHIEF OPERATING OFFICER, DIRECTOR (+2 more) | — |
| DEL COL PETER | CHAIRMAN; DIRECTOR | — |
| GLICENSTEIN GILLES | DIRECTOR | — |
| SCHENK EVERETT M | DIRECTOR | — |
| MARCHESSAUX PHILIPPE | DIRECTOR | — |
| LECOMTE VINCENT | DIRECTOR | — |
| DARRIGO PETER H | CHIEF FINANCIAL OFFICER | — |
| STEARNS TIMOTHY STEVEN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109662/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109662/similar
- Related entities: https://search.stillhousedata.com/firm/109662/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109662

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.