INDUSTRY RECOGNITION FOR WHAT WE DO

  • Number one

     

    INDEPENDENT FINANCIAL ADVISORY FIRM
    2018, 2019, 2020, 2021, 2022, 2023

     

    Barron's logo

     

    Awarded each September (2018 - 2023) by Barron's, based on data within a 12-month period. Compensation paid for use of logo.

  • Top US

     

    Registered investment advisers

     

    Financial Times Logo

     

    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. With our financial advisors, you’ll gain a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.

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A team approach to wealth planning

Your financial advisor 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.

  • 145

    OFFICES NATIONWIDE

    Firm stats as of December 31, 2022

  • 1.3

    MILLION CLIENTS

    Firm stats as of September 30, 2023

  • 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

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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.

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