ENVESTNET RETIREMENT SOLUTIONS, LLC

CRD 171570File 801-79855

APPROVED

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$16.30B

Top 10% of cohort (national)

Discretionary AUM

$16.30B

Clients

4,876

4,876 accounts

Employees

Top 10% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Apr 28, 2014
Principal office: 1000 CHESTERBROOK BOULEVARD , SUITE 250, BERWYN, PA, 19312
Phone: 1-866-318-4015
Website: https://envestnet.blog

Assets & accounts

ADV Item 5F

Total regulatory AUM: $16.30B
Discretionary AUM: $16.30B
Non-discretionary AUM: $0
Discretionary accounts: 4,876
Non-discretionary accounts: 0
Total accounts: 4,876
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	420	$2.10B
Pension and profit sharing plans	4,391	$13.89B
State or municipal government entities	65	$318.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.