Envestnet Retirement Solutions, LLC

Envestnet Retirement Solutions, LLC (CRD# 171570) is a financial advisory firm headquartered in Chicago, IL. They manage $793,518,915 in 101 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    794
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $7,856,623
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Envestnet Retirement Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ted A. Ponko
CRD#: 4561183
421 Fayetteville St, Suite 1507, Raleigh, NC 27601
96
Wealthminder
score

Ted Ponko (CRD# 4561183) is an Investment Advisor Representative working at Envestnet Retirement Solutions, LLC in Raleigh, NC and has over 16 years of experience in the finance industry.

2
Robert L. Padgette
CRD#: 1020930
421 Fayetteville St, Suite 1507, Raleigh, NC 27601
90
Wealthminder
score

Robert Padgette (CRD# 1020930) is an Investment Advisor Representative working at Envestnet Retirement Solutions, LLC in Raleigh, NC and has 1 year of experience in the finance industry.

3
Ryan W. Clark
CRD#: 4951048
35 East Wacker Drive, Suite 2400, Chicago, IL 60601
65
Wealthminder
score

Ryan Clark (CRD# 4951048) is an Investment Advisor Representative working at Envestnet Retirement Solutions, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.