← Tributary

ENVESTNET RETIREMENT SOLUTIONS, LLC

BERWYN, PA · CRD 171570 · IAPD ↗ · envestnet.com · 1-866-318-4015

$16.30BRegulatory AUM
15Advisory reps
24Employees
4527Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — ENVESTNET RETIREMENT SOLUTIONS, LLC moved its main office from CHICAGO, IL to BERWYN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2026 — ENVESTNET RETIREMENT SOLUTIONS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2026 — ENVESTNET RETIREMENT SOLUTIONS, LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
72
April 2024 — ENVESTNET RETIREMENT SOLUTIONS, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.