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, and residential intellectual and developmental disability facilities with revenues ranging from $22 million to $91 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 | Animal Humane Society | 501(c)(3) | Golden Valley, MN | ||
| 2 | National Association of Secondary School Principals (NASSP) | 501(c)(3) | Reston, VA | ||
| 3 | Longwood Gardens | 501(c)(3) | Kennett Square, PA | ||
| 4 | Longhorn Village | 501(c)(3) | Austin, TX | ||
| 5 | Legacy Community Health Services | 501(c)(3) | Houston, TX | ||
| 6 | Bosma Enterprises | 501(c)(3) | Indianapolis, IN | ||
| 7 | Parker Jewish Institute for Health Care and Rehabilitation | 501(c)(3) | New Hyde Park, NY | ||
| 8 | Easter Seals Midwest | 501(c)(3) | Saint Louis, MO | ||
| 9 | Community Solutions (CSI) | 501(c)(3) | Windsor, CT | ||
| 10 | Fred Finch Youth Center (FFYC) | 501(c)(3) | Oakland, CA | ||
| ... | and 85 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 Fund Evaluation Group, Ubs Financial Services, US Bank, Ameriprise Financial Services, Minnesota Life Insurance Company, Adp, RBC Capital Markets, Prime Buchholz and Associates, Benefit Plans Admin Services, Inc., and Cambridge Investment Research.
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