Envestnet Retirement Solutions, LLC

Overview

Envestnet Retirement Solutions, LLC is an SEC registered investment adviser based in Berwyn, PA, registered since 2014. It reports $16.3B in assets under management across 4,876 accounts, with 24 employees. It has 3 investment adviser representatives.

Reported AUM

$16.3B

Discretionary

100%

Accounts

4,876

Average account

$3.3M

Employees

24

Advisory reps

3

Registered since

2014

Jurisdictions

53

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Government
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 8

• Christopher Russell Todd Chief Executive Officer CRD 2275948
• Erik Robert Preus President CRD 2404788
• Denise Marie Diana Principal Director CRD 4147113

5 more executive officers, with direct contact details

Advisory reps 3 of 3

• Sarah Lynn Abernathy Investment Adviser Rep CRD 7791908
• Denise Marie Diana Investment Adviser Rep CRD 4147113
• Erik Robert Preus Investment Adviser Rep CRD 2404788

Location

Headquarters

1000 Chesterbrook Blvd Ste 250
Berwyn, PA 19312

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: envestnet.blog

Every state, with registration dates

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