ENVESTNET RETIREMENT SOLUTIONS, LLC
CRD #171570 SEC #801-79855 CHICAGO, IL 1-866-318-4015
SEC Registered
Total AUM
$14.5B
Discretionary
$14.5B
Employees
28
Clients
--
Accounts
4,663
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $14.5B | $14.5B | $0 | 28 | 5,131 |
| Sep 2025 | $14.5B | $14.5B | $0 | 28 | 5,131 |
| Jul 2025 | $14.5B | $14.5B | $0 | 28 | 5,131 |
| Mar 2025 | $14.5B | $14.5B | $0 | 28 | 5,131 |
| Feb 2025 | $14.3B | $14.3B | $0 | 28 | 4,946 |
| Dec 2024 | $14.3B | $14.3B | $0 | 28 | 4,946 |
| Dec 2024 | $14.3B | $14.3B | $0 | 28 | 4,946 |
| Sep 2024 | $14.3B | $14.3B | $0 | 28 | 4,946 |
| Mar 2024 | $14.3B | $14.3B | $0 | 28 | 4,946 |
| Jan 2024 | $14.8B | $14.8B | $0 | 28 | 6,372 |
| Dec 2023 | $14.8B | $14.8B | $0 | 28 | 6,372 |
| Mar 2023 | $14.8B | $14.8B | $0 | 28 | 6,372 |
| Feb 2023 | $17.5B | $17.5B | $0 | 28 | 6,438 |
| Feb 2023 | $17.5B | $17.5B | $0 | 28 | 6,438 |
| Feb 2023 | $17.5B | $17.5B | $0 | 28 | 6,438 |
| Apr 2022 | $17.5B | $17.5B | $0 | 28 | 6,438 |
| Feb 2022 | $15.5B | $15.5B | $0 | 31 | 6,173 |
| Feb 2022 | $15.5B | $15.5B | $0 | 31 | 6,173 |
| Jul 2021 | $15.5B | $15.5B | $0 | 31 | 6,173 |
| Apr 2021 | $15.5B | $15.5B | $0 | 31 | 6,173 |
| Jan 2021 | $12.2B | $12.2B | $0 | 36 | 7,032 |
| Jun 2020 | $12.2B | $12.2B | $0 | 36 | 7,032 |
| Apr 2020 | $12.2B | $12.2B | $0 | 36 | 7,032 |
| Mar 2020 | $10.5B | $10.5B | $0 | 42 | 8,559 |
| Mar 2020 | $10.5B | $10.5B | $0 | 42 | 8,559 |
| Nov 2019 | $10.5B | $10.5B | $0 | 42 | 8,559 |
| May 2019 | $10.5B | $10.5B | $0 | 42 | 8,559 |
| Mar 2019 | $10.5B | $10.5B | $0 | 42 | 8,559 |
| Mar 2018 | $7.8B | $7.8B | $0 | 42 | 9,444 |
| Feb 2018 | $3.2B | $3.2B | $0 | 39 | 0 |
| Sep 2017 | $3.2B | $3.2B | $0 | 39 | 2,200 |
| Jun 2017 | $3.2B | $3.2B | $0 | 39 | 2,200 |
| Mar 2017 | $3.2B | $3.2B | $0 | 39 | 2,200 |
| Mar 2016 | $793.5M | $327.3M | $466.2M | 36 | 26 |
| Mar 2016 | $793.5M | $327.3M | $466.2M | 16 | 26 |
| Oct 2015 | $530M | $270.6M | $259.4M | 16 | 26 |
| Aug 2015 | $530M | $270.6M | $259.4M | 16 | 26 |
| Apr 2015 | $530M | $270.6M | $259.4M | 16 | 26 |
| Apr 2015 | $530M | $270.6M | $259.4M | 14 | 26 |
| Mar 2015 | $530M | $270.6M | $259.4M | 14 | 26 |
| Dec 2014 | $265.4M | $125.4M | $140M | 4 | 11 |
| Nov 2014 | $265.4M | $125.4M | $140M | 4 | 11 |
| Oct 2014 | $265.4M | $125.4M | $140M | 4 | 11 |
| Aug 2014 | $265.4M | $125.4M | $140M | 4 | 11 |
| Aug 2014 | $265.4M | $125.4M | $140M | 4 | 11 |
| Jun 2014 | $265.4M | $125.4M | $140M | 4 | 11 |
| May 2014 | $265.4M | $125.4M | $140M | 4 | 11 |
DateDec 2025
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees28
Clients5,131
DateSep 2025
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees28
Clients5,131
DateJul 2025
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees28
Clients5,131
DateMar 2025
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees28
Clients5,131
DateFeb 2025
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees28
Clients4,946
DateDec 2024
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees28
Clients4,946
DateDec 2024
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees28
Clients4,946
DateSep 2024
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees28
Clients4,946
DateMar 2024
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$0
Employees28
Clients4,946
DateJan 2024
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$0
Employees28
Clients6,372
DateDec 2023
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$0
Employees28
Clients6,372
DateMar 2023
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$0
Employees28
Clients6,372
DateFeb 2023
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees28
Clients6,438
DateFeb 2023
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees28
Clients6,438
DateFeb 2023
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees28
Clients6,438
DateApr 2022
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees28
Clients6,438
DateFeb 2022
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees31
Clients6,173
DateFeb 2022
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees31
Clients6,173
DateJul 2021
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees31
Clients6,173
DateApr 2021
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees31
Clients6,173
DateJan 2021
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees36
Clients7,032
DateJun 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees36
Clients7,032
DateApr 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees36
Clients7,032
DateMar 2020
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees42
Clients8,559
DateMar 2020
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees42
Clients8,559
DateNov 2019
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees42
Clients8,559
DateMay 2019
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees42
Clients8,559
DateMar 2019
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees42
Clients8,559
DateMar 2018
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees42
Clients9,444
DateFeb 2018
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees39
Clients0
DateSep 2017
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees39
Clients2,200
DateJun 2017
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees39
Clients2,200
DateMar 2017
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees39
Clients2,200
DateMar 2016
Total AUM$793.5M
Discretionary$327.3M
Non-Disc.$466.2M
Employees36
Clients26
DateMar 2016
Total AUM$793.5M
Discretionary$327.3M
Non-Disc.$466.2M
Employees16
Clients26
DateOct 2015
Total AUM$530M
Discretionary$270.6M
Non-Disc.$259.4M
Employees16
Clients26
DateAug 2015
Total AUM$530M
Discretionary$270.6M
Non-Disc.$259.4M
Employees16
Clients26
DateApr 2015
Total AUM$530M
Discretionary$270.6M
Non-Disc.$259.4M
Employees16
Clients26
DateApr 2015
Total AUM$530M
Discretionary$270.6M
Non-Disc.$259.4M
Employees14
Clients26
DateMar 2015
Total AUM$530M
Discretionary$270.6M
Non-Disc.$259.4M
Employees14
Clients26
DateDec 2014
Total AUM$265.4M
Discretionary$125.4M
Non-Disc.$140M
Employees4
Clients11
DateNov 2014
Total AUM$265.4M
Discretionary$125.4M
Non-Disc.$140M
Employees4
Clients11
DateOct 2014
Total AUM$265.4M
Discretionary$125.4M
Non-Disc.$140M
Employees4
Clients11
DateAug 2014
Total AUM$265.4M
Discretionary$125.4M
Non-Disc.$140M
Employees4
Clients11
DateAug 2014
Total AUM$265.4M
Discretionary$125.4M
Non-Disc.$140M
Employees4
Clients11
DateJun 2014
Total AUM$265.4M
Discretionary$125.4M
Non-Disc.$140M
Employees4
Clients11
DateMay 2014
Total AUM$265.4M
Discretionary$125.4M
Non-Disc.$140M
Employees4
Clients11