ENVESTNET RETIREMENT SOLUTIONS, LLC
C29
CRD 171570·SEC 801-79855·CHICAGO, IL
AUM
$16.30B
$1B+
Est. Revenue
$163.0M
@ 1% on AUM
Est. EBITDA
$48.9M
@ 30% margin
Est. Deal Value
$391.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $10.51B
'21 · $12.18B
'22 · $15.46B
'23 · $17.47B
'25 · $14.51B
'26 · $16.30B
'20'26
$10.51B → $16.30B▲ +55%
Client mix
| Pension Profit Sharing Plans | 4,391 |
| Pooled Investment Vehicles | 420 |
| State Or Municipal Govt | 65 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 12 advisors
'26 · 15 advisors
'20'26
4 advisors → 15 advisors▲ +275%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Nameservers
Ns-1286.awsdns-32.orgNs-1650.awsdns-14.co.ukNs-64.awsdns-08.comNs-855.awsdns-42.net
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited