Envestnet Retirement Solutions, LLC
Berwyn, PA·SEC-registered · CRD #171570
Envestnet Retirement Solutions, LLC is an SEC-registered investment advisory firm in Berwyn, PA managing $16B across 4.9k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
4.9k
Advisory staff
15
Fee model
Fee-based
How Envestnet Retirement Solutions, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Envestnet Retirement Solutions, LLC
How much does Envestnet Retirement Solutions, LLC manage?
Per its most recent SEC Form ADV filing (06/30/2026), Envestnet Retirement Solutions, LLC reports $16B in regulatory assets under management across roughly 4.9k client accounts.
How does Envestnet Retirement Solutions, LLC charge?
Envestnet Retirement Solutions, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Envestnet Retirement Solutions, LLC a fiduciary?
Yes. Envestnet Retirement Solutions, LLC is registered with the U.S. Securities and Exchange Commission (CRD #171570), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Envestnet Retirement Solutions, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Envestnet Retirement Solutions, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Berwyn, PA
Profile compiled from Envestnet Retirement Solutions, LLC's public SEC Form ADV filing (CRD #171570, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Envestnet Retirement Solutions, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Envestnet Retirement Solutions, LLC? Claim this profile.