{
  "crd_number": 171570,
  "slug": "envestnet-retirement-solutions-llc-berwyn-pa-171570",
  "primary_business_name": "ENVESTNET RETIREMENT SOLUTIONS, LLC",
  "legal_name": "ENVESTNET RETIREMENT SOLUTIONS, LLC",
  "dbas": [
    "ERS"
  ],
  "city": "Berwyn",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-04-28",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 16304055039.0,
  "raum_discretionary": 16304055039.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 24,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 318212182.0,
      "count": 65
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 13886759707.0,
      "count": 4391
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 2099083150.0,
      "count": 420
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://envestnet.blog",
    "https://envestnet.com",
    "https://envestnet.com/active-passive",
    "https://envestnet.com/wealth-solutions/retirement",
    "https://facebook.com/Envestnet",
    "https://instagram.com/envestnet",
    "https://linkedin.com/company/envestnet",
    "https://vimeo.com/envestnet",
    "https://x.com/Envestnet_",
    "https://youtube.com/channel/UCSKSh09e27bKbsxuSeg2jqw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171570",
  "city_as_filed": "BERWYN",
  "url": "https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570",
  "display_name": "Envestnet Retirement Solutions, LLC",
  "summary": "Envestnet Retirement Solutions, LLC is an SEC-registered investment advisory firm in Berwyn, PA, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Envestnet Retirement Solutions, LLC (CRD 171570): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Envestnet Retirement Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Envestnet Retirement Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Envestnet Retirement Solutions, LLC located?",
      "a": "Envestnet Retirement Solutions, LLC's principal office is in Berwyn, PA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Envestnet Retirement Solutions, LLC registered with the SEC or a state?",
      "a": "Envestnet Retirement Solutions, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171570."
    },
    {
      "q": "How much does Envestnet Retirement Solutions, LLC manage?",
      "a": "Envestnet Retirement Solutions, LLC reports $16,304,055,039 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Envestnet Retirement Solutions, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Envestnet Retirement Solutions, LLC: Regulatory assets under management: $15,458,266,196 in the October 2021 data and $16,304,055,039 in the October 2026 data, up 5%. Total employees: 31 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Envestnet Retirement Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (4,391); pooled investment vehicles (other than investment companies and business development companies) (420); state or municipal government entities (including government pension plans) (65)."
    },
    {
      "q": "Does Envestnet Retirement Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171570"
    },
    {
      "q": "What changed in Envestnet Retirement Solutions, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: No longer lists an office in Berwyn, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 15458266196.0,
      "total_employees": 31,
      "filing_date": "2021-07-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 17469956949.0,
      "total_employees": 28,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 14838963712.0,
      "total_employees": 28,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 14312295926.0,
      "total_employees": 28,
      "filing_date": "2024-09-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 14513644919.0,
      "total_employees": 28,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 16304055039.0,
      "total_employees": 24,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "No longer lists an office in Berwyn, PA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Envestnet Capital Management.",
        "Employees performing advisory functions went from 12 to 15.",
        "Regulatory assets under management went from $14,513,644,919 to $16,304,055,039 (+12%).",
        "Added an office in Berwyn, PA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 420,
      "fewer_than_5": false,
      "raum": 2099083150.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4391,
      "fewer_than_5": false,
      "raum": 13886759707.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 65,
      "fewer_than_5": false,
      "raum": 318212182.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171570",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}