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ENVESTNET RETIREMENT SOLUTIONS, LLC
CRD 171570File 801-79855
APPROVED
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$16.30B
Top 10% of cohort (national)
Discretionary AUM
$16.30B
Clients
4,876
4,876 accounts
Employees
24
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
- HTTP://WWW.ENVESTNET.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 24 | decreased by4 |
| Apr 1, 2026 | Clients | 4,663 | 4,876 | increased by213 |
| Apr 1, 2026 | AUM | $14,513,644,919 | $16,304,055,039 | increased by$1,790,410,120 |
| Apr 1, 2026 | Accounts | 4,663 | 4,876 | increased by213 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,077 | 4,663 | decreased by1,414 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,469,956,949 | $14,513,644,919 | decreased by$2,956,312,030 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,077 | 4,663 | decreased by1,414 |
| Apr 1, 2022 | Employees | 31 | 28 | decreased by3 |
| Apr 1, 2022 | Clients | 5,956 | 6,077 | increased by121 |
| Apr 1, 2022 | AUM | $15,458,266,196 | $17,469,956,949 | increased by$2,011,690,753 |
| Apr 1, 2022 | Accounts | 5,956 | 6,077 | increased by121 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ENVESTNET RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENVESTNET RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
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.