Edelman Financial Engines

RIASEC Registered

Total AUM

$326B

Discretionary

$326B

100% of AUM

Avg account

$215K

Accounts

1,517,156

Employees

1,679

Advisory reps

722

Firm details

Headquarters: Santa Clara, California
CRD number: 104510
Registered since: January 14, 1998
Website: www.edelmanfinancialengines.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., ALIGHT SOLUTIONS, LLC, VOYA RETIREMENT ADVISORS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: Other Investment Advisers44.67%
Individuals28.39%
HNWI26.52%
Pension & Profit Sharing Plans0.29%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Edelman Financial Engines is an independent registered investment adviser that provides financial planning and portfolio management across individual, family and institutional client segments. The firm is SEC-registered (registered in 1998) and combines advisory services with educational publications and workshops; its advisory activities explicitly include selection of other advisers and pension consulting. Fee arrangements are mixed — percentage of AUM alongside hourly, subscription and fixed-fee options — and the firm identifies as an active ESG investor. The organization is structured as a limited liability company and serves a broad client base that spans individuals and families as well as institutional relationships. Its service mix ranges from one-on-one financial planning to portfolio management for both small businesses and larger institutions, supplemented by periodic publications and seminars. Edelman Financial Engines has been repeatedly recognized in industry rankings, including multiple appearances on Barron’s Top 100 RIA list (2021–2025), placements in Financial Times and FA Magazine lists (2020), and inclusion in Citywire’s 50 Growers Across America (2025, 2026).