AdFi
EF

Edelman Financial Engines

Number of Clients

1,240,000

Virtual Meetings Offered

Yes

Number of Locations

145

About Edelman Financial Engines

What if you didn’t need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we’ve helped millions of people get the ball rolling on their financial plans – with straightforward guidance built around their story and where they’re headed next. Today,...

Clientele

Inheritors
New Investors
Retirees
Startup Employees
Ultra High Net Worth Individuals
Tech Employees
Attorneys & Paralegals
Corporate Executives
Doctors
High Net Worth Individuals
Partners at Law Firms
Healthcare Workers
Parents of Special Needs Children
Real Estate Developers
Divorcees
Surviving Spouses
Wealthy Families
Women in Tech
Business Owners
Software Engineers
Tech Sales
Businesswomen
1st Generation Americans
Veterans & Active Duty Military
Government Contractors
Dentists
Entrepreneurs
LGBTQ+
First Responders
Teachers
Building Industry Professionals
Nurses

Nearly 1.24 million clients with more than $326 billion in assets under management across over 145+ locations nationwide as of 12/31/25.

Services Provided

Specialties and Expertise

Pricing Models

Disclosures and Proof of License

Edelman Financial Engines Disclosure

AdvisorFinder LLC (AdvisorFinder) is a promoter for Financial Engines Advisors L.L.C, a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC (“Edelman Financial Engines”). As a promoter, AdvisorFinder may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. AdvisorFinder is not a client, agent, representative or affiliate of Edelman Financial Engines. AdvisorFinder receives a referral fee from Edelman Financial Engines in exchange for each prospective client AdvisorFinder provides to Edelman Financial Engines. This referral fee, ranging from $575 - $1,500, is paid by Edelman Financial Engines and will not be passed on to you. The payment of the fee is not contingent on whether a prospective client becomes a client of Edelman Financial Engines. Due to this arrangement, AdvisorFinder has an incentive to match you with Edelman Financial Engines. You are encouraged to consider this incentive and make an independent evaluation before deciding whether to engage with Edelman Financial Engines. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.

Profile Last Updated: May 7, 2026