Envestnet Retirement Solutions, LLC
● SEC registered since 2014CRD 171570SEC# 801-79855Berwyn, PA
Reg. AUM
$16.3B
Employees
24
Accounts
4,876
Location
Berwyn, PA
Envestnet Retirement Solutions, LLC assets under management
Envestnet Retirement Solutions, LLC operates as an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2014. It reports $16.3 billion in regulatory assets under management and employs 24 people.
Envestnet Retirement Solutions, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Russell Todd Control | Chief Executive Officer | Under 5% | 2025 |
| Dana Marie D'Auria Control | Co-Chief Investment Officer | Under 5% | 2022 |
| Debra Jane Devoe | Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Envestnet Retirement Solutions, LLC manage?
Envestnet Retirement Solutions, LLC reports $16.3 billion in regulatory assets under management on its Form ADV.
How many employees does Envestnet Retirement Solutions, LLC have?
Envestnet Retirement Solutions, LLC reports 24 employees.
Where is Envestnet Retirement Solutions, LLC located?
Envestnet Retirement Solutions, LLC is based in Berwyn, PA and has been SEC-registered since 2014.
Does Envestnet Retirement Solutions, LLC disclose fund performance?
Envestnet Retirement Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 |
| Phone | 1-866-318-4015 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$16.3B▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$16.3Bregulatory AUM
Discretionary $16.3B