Assets Under Management
$14.5B
Number of Clients
4,663
Number of Advisors
4
Average Client AUM
$3.1M
AUM per Advisor
$3.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
Envestnet Retirement Solutions (ERS) offers investment management and advisory services to retirement plan sponsors for employer-sponsored benefit plans and provides non-discretionary investment advice to third-party RIAs. ERS acts as a 3(21) non-discretionary advisor or a 3(38) investment manager for ERISA plans.
150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606