Envestnet Retirement Solutions, LLC is a firm that provides financial advisor, investment management, consulting services, and fiduciary trustee to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Envestnet Retirement Solutions, LLC clients are outpatient health care practitioners and facilities, hospitals, vocational rehabilitation services, residential intellectual and developmental disability facilities, and assisted living and continuing care retirement communities with revenues ranging from $22 million to $106 million.
Previous legal names, trade names, or just variations of their name include: Envestnet Retirement Solutions; and Envestnet Retirement Solutions, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Association of Secondary -school Principals (NASSP) | 501(c)(3) | Reston, VA | ||
| 2 | Longwood Gardens | 501(c)(3) | Kennett Square, PA | ||
| 3 | Oaks Integrated Care | 501(c)(3) | Mount Holly, NJ | ||
| 4 | Peconic Landing | 501(c)(3) | Greenport, NY | ||
| 5 | Longhorn Village | 501(c)(3) | Austin, TX | ||
| 6 | WeAchieve | 501(c)(3) | Silver Spring, MD | ||
| 7 | Legacy Community Health Services | 501(c)(3) | Houston, TX | ||
| 8 | Parker Jewish Institute for Health Care and Rehabilitation | 501(c)(3) | New Hyde Park, NY | ||
| 9 | Bosma Enterprises | 501(c)(3) | Indianapolis, IN | ||
| 10 | Bethany Children's Health Center | 501(c)(3) | Bethany, OK | ||
| ... | and 76 more Envestnet Retirement Solutions, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Envestnet Retirement Solutions, LLC in the nonprofit sector include Dimeo Schneider, Sei Investments, Newport Trust Company, Pension Assurance LLP, M&T Bank, Ubs Financial Services Inc, Bank Of New York Mellon, Usi Advisors Inc, Newport Group, Inc., and Vanguard Group, Inc..
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