Edelman Financial Engines

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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.