# Envestnet Retirement Solutions, LLC

> 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.

- CRD: 171570
- Filed as: ENVESTNET RETIREMENT SOLUTIONS, LLC
- Also doing business as: ERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berwyn, PA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171570
- AdvisorCensus page: https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570

## Quick answers

**How is Envestnet Retirement Solutions, LLC compensated?**
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.

**Where is Envestnet Retirement Solutions, LLC located?**
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).

**Is Envestnet Retirement Solutions, LLC registered with the SEC or a state?**
Envestnet Retirement Solutions, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171570.

**How much does Envestnet Retirement Solutions, LLC manage?**
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).

**How have Envestnet Retirement Solutions, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Envestnet Retirement Solutions, LLC serve?**
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).

**Does Envestnet Retirement Solutions, LLC report any disciplinary disclosures?**
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

**What changed in Envestnet Retirement Solutions, LLC's recent Form ADV filings?**
In the July 2026 filing data: No longer lists an office in Berwyn, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,304,055,039
- Discretionary: $16,304,055,039
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 420 | $2,099,083,150 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4,391 | $13,886,759,707 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 65 | $318,212,182 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 24 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Berwyn, PA

### Websites listed on Form ADV (Item 1.I)
- [envestnet.blog](https://envestnet.blog)
- [envestnet.com](https://envestnet.com)
- [envestnet.com/active-passive](https://envestnet.com/active-passive)
- [envestnet.com/wealth-solutions/retirement](https://envestnet.com/wealth-solutions/retirement)
- [vimeo.com/envestnet](https://vimeo.com/envestnet)
- Facebook @Envestnet
- Instagram @envestnet
- LinkedIn @envestnet
- X @Envestnet_
- YouTube @UCSKSh09e27bKbsxuSeg2jqw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,458,266,196 | 31 | July 15, 2021 |
| October 2022 | $17,469,956,949 | 28 | March 31, 2022 |
| October 2023 | $14,838,963,712 | 28 | March 31, 2023 |
| October 2024 | $14,312,295,926 | 28 | September 9, 2024 |
| October 2025 | $14,513,644,919 | 28 | July 1, 2025 |
| October 2026 | $16,304,055,039 | 24 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- No longer lists an office in Berwyn, PA.

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envestnet Retirement Solutions, LLC (CRD 171570): Form ADV filing data as of October 2026.