Edelman Financial Engines
For Edelman Financial Engines
Is this your company?
Edverise AI compiled this profile from public information so buyers could find you. Claim it to edit every field, add your portfolio and respond to reviews.
Claim & verify for free
Manage the listing yourself. Verify by work email or company domain to earn the verified badge.
Suggest an edit
Not ready to claim? Send a correction and our team will review and update verified factual errors.
Overview
250 - 999
Employees
1987
Year Founded
ABOUT EDELMAN FINANCIAL ENGINES
We put the personal in personal finance.
**Overview** We prioritize the personal touch in personal finance. Since 1986, Edelman Financial Engines has been dedicated to acting in the best interests of our clients. We believe that every investor—regardless of wealth—should have access to tailored, comprehensive financial planning and investment advice. In 2018, two leading firms in financial planning and investment management, Edelman Financial Services and Financial Engines, merged to form Edelman Financial Engines, revolutionizing the way individuals plan, save, and invest. Today, we are recognized as America’s leading independent financial planning and investment advisory firm by InvestmentNews and Barron’s. With 178 planner offices across the country, we manage over $212 billion in assets for 1.2 million clients who place their trust in us.
Languages Spoken
English
HIGHLIGHTS
250 - 999
Employees
1987
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% Financial Planning
40% Wealth Management
About the Team
OUR STORY
For over 35 years, Edelman Financial Engines has empowered individuals to advance their financial lives through expert guidance and innovative tools. Serving 1.24 million clients and over 10 million employees, the firm supports every stage of financial planning—from managing a first paycheck to legacy planning—by combining personalized advice, patented technology, and comprehensive services. Founded on principles established by Nobel laureate Dr. William F. Sharpe and visionary Ric Edelman, the company prioritizes fiduciary responsibility and client-centric strategies. Recognized as a top independent advisory firm and leading provider of managed workplace retirement plans, Edelman Financial Engines manages $326 billion in assets. Their dedicated leadership and commitment ensure personalized, objective financial solutions that help clients realize their unique goals and secure their financial futures.
Locations
Headquarters
1050 Enterprise Way
Sunnyvale, California, United States 94089
Headquarters
4742 N 24th St United States 85016
Phoenix, Arizona, United States 85016
Headquarters
10950 Grandview Dr United States 66210
Overland Park, Kansas, United States 66210
Headquarters
4000 Legato Rd United States 22033
Fairfax, Virginia, United States 22033
Headquarters
28 State St United States 02109
Boston, Massachusetts, United States 02109
