Edelman Financial Engines

RIASEC RegisteredEst. 1998

Total AUM

$326B

Discretionary

$326B

100% of AUM

Avg account

$215K

Accounts

1,517,156

Employees

1,679

Advisory reps

720

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 organized as an LLC and operating since the late 1990s. The firm serves a mix of individual, family and institutional clients and offers a broad set of advisory services: financial planning, portfolio management for both individuals and businesses, pension consulting and selection of other advisers, plus client education and periodic publications. Its fee menu includes percentage-of-AUM billing alongside hourly, subscription and fixed-fee arrangements. The firm identifies as an active ESG investor and maintains industry relationships with accounting and insurance firms. The firm has been recognized repeatedly by industry publications, including placement on Barron's Top 100 RIA Firms list across multiple years (2021–2025), Financial Times’ Top 300 (2020), FA Magazine’s Top RIA Firms (2020) and Citywire’s 50 Growers Across America (2025, 2026).