SEC Form ADV

ENVESTNET RETIREMENT SOLUTIONS, LLC

Registered Investment AdviserPA
$16.3B
Assets Under Management
4,527
Total Clients
24
Employees
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Registration Details

Accession
crd-171570
Location
BERWYN, PA
Filing Date
June 30, 2026
AUM
$16.3B
Total Clients
4,527
Institutional Clients
4,876
Employees
24
Amendment
No

Client Types

Pooled Investment VehiclesPension PlansGovernment Entities

About this Adviser

ENVESTNET RETIREMENT SOLUTIONS, LLC is a registered investment adviser headquartered in BERWYN, PA, managing approximately $16.3B in assets across 4,527 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.