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
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).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 65%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 1%65%
  • Private Funds65%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 413

Active vs passive

$79.9B in ETFs

Passive

98%

$78.3B

Active

1%

$1.6B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV)State StreetPassiveLarge Value$5B82,942,7836.31%

Location

Primary office

Santa Clara, CA

Santa Clara

Location

Santa Clara, CA

Headquartered in Santa Clara, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
3945 Freedom Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth