RIA Intel›Advisers›Illinois›ENVESTNET RETIREMENT SOLUTIONS, LLC

ENVESTNET RETIREMENT SOLUTIONS, LLC

Advisory

N·CHICAGO, IL

Data as of Apr 7, 2026 · Source: SEC Form ADV

Total AUM
$16.3B
1-Year AUM Growth
-3.5%
3-Year CAGR
-2.6%
Employees
15
Assets Under Management
Total AUM$16.3B
Discretionary AUM$16.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4,663
Team
Total Employees15
Investment Advisers24
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record42
First FilingMay 27, 2014
Latest FilingApr 7, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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