Our mission

We believe you deserve to move your financial life forward.

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Our story

Edelman Financial Engines began decades ago on opposite coasts of the country, born from two firms with a similar goal – the democratization of financial planning and investment management.

On the West Coast, Stanford University professor – and Nobel Prize-winning economist – William F. Sharpe believed investors deserved objective advice. He founded Financial Engines to give average investors access to sophisticated investment modeling and portfolio construction tools, which were only available to institutional investors at the time.

On the East Coast, Ric Edelman, an independent financial planner, founded Edelman Financial Services with a mission to give Americans the education and advice needed to help build wealth and achieve their financial goals. Today we are one of America’s largest independent Registered Investment Advisors.


Edelman Financial Services founded

Acclaimed financial planner Ric Edelman and his wife, Jean, founded Edelman Financial Services in the belief that everyone should have a trusted financial advocate. Ric shares his wisdom through his bestselling books and is widely quoted across financial media.


Financial Engines founded

Nobel laureate and Stanford University professor William F. Sharpe founded Financial Engines in 1996. The firm introduced one of the first retirement digital fintech platforms to give working people access to advanced portfolio management strategies.


Two great companies merge

The two firms combined into Edelman Financial Engines, merging dedicated human relationships with patented financial technology to give individual investors access to advanced portfolio management and personalized financial strategies.

Company facts

Our experienced team of fee-only financial planners provides straightforward advice with your values and goals in mind.

150+ offices nationwide*

1.33 million clients**

35 years of experience

340 financial planners*

$291 billion in client assets**

*Data as of December 31, 2020
**Data as of September 30, 2021


We continue to win awards for doing what we do best – delivering personal and objective financial planning and investment management services that put our clients and their best interests first, always.


#1 Independent Financial Advisory Firm
Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating.


Top U.S. Registered Investment Advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.

We are a fiduciary.

We are your financial advocate and we always put your interests above all others. Not simply because it’s a legal requirement, but because it’s the right thing to do.

Our fee-only financial planners don’t earn commissions. Our business is built around making decisions based on what’s going right for you.

We can help you plan for your future – starting right now.

Schedule a free meeting and find a planner who knows how to help optimize your portfolio for today – and adapt it for tomorrow.