Investment adviser · CRD 171570
ENVESTNET RETIREMENT SOLUTIONS, LLC
Investment adviser filing (IA)
BERWYN, PA, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $16.3B Form ADV · Item 5.F
- Client accounts
- 4,876 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 4,391 | $13,886,759,707 | 85.2% |
| Pooled investment vehicles | 420 | $2,099,083,150 | 12.9% |
| Government entities | 65 | $318,212,182 | 2.0% |
Filing source
Form ADV 2116426 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1000 CHESTERBROOK BOULEVARD , SUITE 250BERWYN, PA, 19312, United States
CRD 171570
Filing source
Form ADV 2116426 · Jun 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.