Data / Investment advisers / Pennsylvania / Envestnet Retirement Solutions, LLC
Envestnet Retirement Solutions, LLC, Berwyn, PA: $16.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Envestnet Retirement Solutions, LLC is an SEC registered investment adviser with its main office in Berwyn, Pennsylvania and reports $16.3 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include pension and profit sharing plans, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Envestnet Retirement Solutions, LLC (CRD number 171570): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171570
- SEC file number
- 801-79855
- SEC status
- Approved, effective April 28, 2014
- Main office
- 1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312
- Phone
- (866) 318-4015
- Website
- envestnet.com
- Regulatory AUM
- $16,304,055,039 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $16,304,055,039
- Accounts
- 4,876
- Employees
- 24, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 4,391 | $13.89 billion |
| Pooled investment vehicles | 420 | $2.10 billion |
| State or municipal government entities | 65 | $318.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $16.30 billion | March 31, 2026 |
| December 1, 2025 | $14.51 billion | September 30, 2025 |
Other advisers in Berwyn
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Envestnet PMC | Berwyn | $614.93 billion | Not listed | adviserinfo.sec.gov |
| Envestnet Portfolio Solutions, Inc. | Berwyn | $17.35 billion | Not listed | adviserinfo.sec.gov |
| Chartwell Investment Partners, LLC | Berwyn | $12.97 billion | 1 | adviserinfo.sec.gov |
| QRG Capital Management, Inc. | Berwyn | $11.41 billion | Not listed | adviserinfo.sec.gov |
| Great Valley Advisor Group, LLC | Berwyn | $10.60 billion | Not listed | adviserinfo.sec.gov |
| Sterling Investment Advisors LTD. | Berwyn | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Ac Wealth Partners | Berwyn | $1.07 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Berwyn, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving pooled investment vehicles
- Envestnet Retirement Solutions, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.