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Envestnet Retirement Solutions, LLC

EST. AUM
$16,304,055,039

CONTACTS
1

CLIENT ACCOUNTS
4,876

Firm Details

Metro area Chicago
CRD Number 171570
Website envestnetrs.com
Client types

Overview

Envestnet Retirement Solutions, LLC is a Chicago-based RIA founded in 2013 and wholly owned by Envestnet, Inc. It specializes in providing fiduciary investment advisory and management services to retirement plan sponsors, including 401(k), 403(b), defined benefit, and other ERISA-governed plans. As of December 2024, ERS oversees approximately $14.5 billion in discretionary assets across over 4,600 plans. Its services embody institutional-caliber research, technology-driven solutions, and fiduciary guidance, all aimed at cost-effective and efficient retirement plan management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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