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Advisor Registration
By registering on our site, independent financial advisors have the opportunity to explore our capabilities first-hand. Please note that this form is to be completed by qualified financial investment advisors only.
Protecting your privacy is important to us. You can be assured that Envestnet will never sell or exchange your confidential information.
  Firm Information
Firm Name *
Individual CRD Number *
Broker/Dealer Affiliation (or N/A if Independent) *
Firm Website Address
Current AUM
  Advisor Information
If this registration is for a multi-advisor firm, please enter the information for the main advisor below. The main advisor will be given firm-level entitlements that will enable the advisor to create additional advisors on the platform, and to view aggregate business reports across the firm.
First Name *
Middle Name
Last Name *
Address Line 1 *
Address Line 2
City *
State *
Zip Code *
Country
Phone *
Fax
Email *
Select Login Name *
Select Password *
Confirm Password *
*Indicates a required field