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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Envestnet Retirement Solutions LLC
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|---|---|
| CRD # | 171570 |
| SEC # | 801-79855 |
| CIK # | |
| AUM | $14.5 B (2025-07-01) |
| Employees | 28 (43% Investors, 0% Brokers) |
| Phone | 866-318-4015 |
| Address | 222 N LaSalle St, Suite 625 Chicago, IL 60601 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1,429 | 4.6 |
| (g) Pension and profit sharing plans | 3,200 | 9.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 34 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,663 | 14.5 |
| By Discretionary | ||
| Discretionary | 4,663 | 14.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,663 | 14.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.5 | |
| Total | 4,663 | 14.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
We Family Offices LLC
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|
FL | 15.4 |
|
Fiduciary Management Inc
✚
|
WI | 15.0 |
|
Summit Financial LLC
✚
|
NJ | 15.0 |
|
Troy Asset Management Ltd
✚
|
14.8 | |
|
Mycio Wealth Partners LLC
✚
|
PA | 14.4 |
|
T Rowe Price Singapore Private Ltd
✚
|
14.3 | |
|
Cavanal Hill Investment Management Inc
✚
|
OK | 14.2 |
|
Yousif Capital Management LLC
✚
|
MI | 14.0 |
|
Degroof Petercam Asset Management
✚
|
13.6 | |
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 13.6 |