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, child and youth services, and residential intellectual and developmental disability facilities with revenues ranging from $15 million to $73 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 | Downtown Women's Center | 501(c)(3) | Los Angeles, CA | ||
| 2 | My Own Place | 501(c)(3) | Hyattsville, MD | ||
| 3 | Oaks Integrated Care | 501(c)(3) | Mount Holly, NJ | ||
| 4 | Go Kids | 501(c)(3) | Gilroy, CA | ||
| 5 | Fred Finch Youth Center (FFYC) | 501(c)(3) | Oakland, CA | ||
| 6 | Latino Network | 501(c)(3) | Portland, OR | ||
| 7 | Longhorn Village | 501(c)(3) | Austin, TX | ||
| 8 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| 9 | Making Opportunity Count | 501(c)(3) | Fitchburg, MA | ||
| 10 | North Canyon Medical Center (NCMC) | 501(c)(3) | Gooding, ID | ||
| ... | 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 Royal Alliance Associates Inc, State Street Bank and Trust Company, Nationwide, Fiducient Advisors LLC, Trowe Price, Resources Investment Advisors, Inc., National Financial Services, Pentegra Services Inc., Reliance Trust Company, and Merrill Lynch Pierce Fenner and Smith.
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