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INDUSTRY RECOGNITION FOR WHAT WE DO
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INDEPENDENT FINANCIAL ADVISORY FIRM
2018, 2019, 2020, 2021, 2022Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period. Compensation paid for use and distribution of rating.
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Registered investment advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.
LET’S BUILD ON WHAT YOU’VE ACCOMPLISHED
Financial planning and wealth management for those who want more from their wealth.
You’ve worked hard to get where you are. But you know that there’s more to do. We can help. We are a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.
A team approach to wealth planning
Your wealth planner is supported by a team of experts for every aspect of your financial life.
Here for you, at every stage of your career
Whether you’ve just started your career or you’re planning for retirement, we can help you take the best next step.
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145
OFFICES NATIONWIDE
Firm stats as of December 31, 2022
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1.3
MILLION CLIENTS
Firm stats as of June 30, 2023
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103
FORTUNE 500 PLAN SPONSORS
Firm stats as of June 30, 2023
TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 103 FORTUNE 500 COMPANIES
This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2022. These companies have consented to disclose their relationship with Edelman Financial Engines. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners.
Let's have a meaningful conversation
Wealth is personal. It's about you and where you want to be. We can help you get there.
