Envestnet Retirement Solutions, LLC is a firm that provides financial advisor, investment management, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Envestnet Retirement Solutions, LLC clients are outpatient health care practitioners and facilities, vocational rehabilitation services, assisted living and continuing care retirement communities, and child and youth services with revenues ranging from $15 million to $70 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 | Oaks Integrated Care | 501(c)(3) | Mount Holly, NJ | ||
| 2 | Downtown Women's Center | 501(c)(3) | Los Angeles, CA | ||
| 3 | Longhorn Village | 501(c)(3) | Austin, TX | ||
| 4 | Go Kids | 501(c)(3) | Gilroy, CA | ||
| 5 | Fred Finch Youth Center (FFYC) | 501(c)(3) | Oakland, CA | ||
| 6 | My Own Place | 501(c)(3) | Hyattsville, MD | ||
| 7 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| 8 | North Canyon Medical Center (NCMC) | 501(c)(3) | Gooding, ID | ||
| 9 | Network for Hope (KODA) | 501(c)(3) | Louisville, KY | ||
| 10 | Pathways | 501(c)(3) | Ashland, KY | ||
| ... | and 35 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 Fiduciary Investment Advisors, Prime Buchholz and Associates, Minnesota Life Insurance Company, Mma Securities LLC, Cambridge Investment Research Inc, Ubs Financial Services, LPL Financial, Northwestern Mutual Investment Serv, RBC Capital Markets, and Ameriprise Financial Services.
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