Envestnet Retirement Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 10, 2026, reports $16.3B in regulatory assets under management, 24 employees, 1 office, and 4,876 accounts.
Assets Under Management
$16.3B
Employees
24
Offices
1 office
Total Clients
4,876
Primary office
CHICAGO, IL
222 N. LASALLE ST., SUITE 625, CHICAGO, IL, United States
Top client segmentPension Plans represent 90.1% of total clients.
Top client categories% of clientsClients
1
Pension Plans
90.1%
4,391
2
Pooled Investment Vehicles
8.6%
420
3
Government
1.3%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.3Bas of April 10, 2026
Discretionary100.0%
$16.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$16.3B
Total Accounts4,876
10Y AUM Change+$13.1B (+416.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee203:1
10Y Employee Change-15 (-38.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.