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| Keyboard |
| Envestnet Retirement Solutions LLC
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|---|---|
| CRD # | 171570 |
| SEC # | 801-79855 |
| CIK # | |
| AUM | 16.30 B (2026-06-30) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 866-318-4015 |
| Address | 1000 Chesterbrook Boulevard , Suite 250 Berwyn, PA 19312 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| 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 | 420 | 2.1 |
| (g) Pension and profit sharing plans | 4,391 | 13.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 65 | 0.3 |
| (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 | 4,876 | 16.3 |
| By Discretionary | ||
| Discretionary | 4,876 | 16.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,876 | 16.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.3 | |
| Total | 4,876 | 16.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4,527 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Envestnet Portfolio Solutions Inc
✚
|
PA | 17.35 B |
|
Capital Wealth Planning LLC
✚
|
FL | 17.25 B |
|
Degroof Petercam Asset Management
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16.87 B | |
|
Nationwide Investment Advisors LLC
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OH | 16.73 B |
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Sustainable Growth Advisers LP
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CT | 16.66 B |
|
Mycio Wealth Partners LLC
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PA | 15.78 B |
|
Concurrent Investment Advisors LLC
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|
FL | 15.73 B |
|
Mason Investment Advisory Services Inc
✚
|
VA | 15.67 B |
|
Clarfeld Financial Advisors LLC
✚
|
NY | 15.54 B |
|
C Worldwide Asset Management Fondsmaeglerselskab A/S
✚
|
15.28 B |