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ENVESTNET RETIREMENT SOLUTIONS, LLC
CRD 171570 · SEC 801-79855
222 N. LASALLE ST., SUITE 625, CHICAGO, IL, 60601, United States
Phone
1-866-318-4015
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$16.30B
Discretionary AUM
$16.30B
Team
24 total employees; 15 advisory reps; 4527 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersINTERACTIVE INTERNET-BASED ASSET ALLOCATION MODELS & MUTUAL FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 420 | $2.10B |
| Pension/profit sharing plans | 4391 | $13.89B |
| State/municipal entities | 65 | $318.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.ENVESTNET.COM
- https://envestnet.blog
- https://www.linkedin.com/company/envestnet/
- https://x.com/Envestnet_
- https://www.instagram.com/envestnet/
- https://vimeo.com/envestnet
- https://www.facebook.com/Envestnet/
- https://www.envestnet.com/wealth-solutions/retirement
- https://www.envestnet.com/active-passive
- https://www.youtube.com/channel/UCSKSh09e27bKbsxuSeg2jqw
Official SEC filing: View on IAPD