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Last updated on April 15, 2017
    • $93.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 476K
    • $196.0K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types


Current Advisors

# of advisors


name start date
Lucius John Vinnola
July 2011
Bryan Edward Watson
December 2003
Todd Douglas Rais
June 2012
Brandon Christopher Filer
August 2014
Craig Michael Somers
August 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Alphahedge Capital Partners, LLC IAR $6,180,000
    Envestnet Portfolio Solutions, Inc. IAR $11,958,590,780
    Envestnet Retirement Solutions, LLC IAR $3,156,272,417
    Portfolio Brokerage Services, Inc. Broker-Dealer --
    Portfolio Management Consultants, Inc. IAR $0



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Joshua David Mayer Chief Operating Officer April, 2014 less than 5%
      Debra Jane Devoe Svp, Chief Compliance Officer January, 2014 less than 5%
      Shelly S O'Brien Evp/General Counsel/Secretary March, 2002 less than 5%
      Judson T Bergman Chairman, Ceo And Director May, 2001 less than 5%
      Scott David Grinis Evp/Chief Technology Officer December, 2004 less than 5%
      William C. Crager President/Managing Director September, 2001 less than 5%
      Brandon Rockwell Thomas Chief Investment Officer/Managing Director September, 2001 less than 5%
      Peter H Darrigo Chief Financial Officer June, 2008 less than 5%
      Dale Joseph Seier Controller June, 2003 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Subscription Fees
        • Fixed Fees
        • Other