Our Mission & Awards | Edelman Financial Engines

Our Mission

We believe you deserve to move your financial life forward.

What We Do

We're the nation's #1 independent financial advisory firm1.
But we do more than that.

We provide life planning — a comprehensive approach that means we can help you with any decision in your life related to a dollar sign. When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.

Company Facts

We are an award-winning financial planning and investment management firm. Our expert team of fee-only financial planners provides straightforward advice with your values and goals in mind.

  • 180+ offices nationwide

  • 1.2 million customers

  • 30 years of experience

  • 330 financial planners

  • 200+ billion client assets

Client Data as of June 30, 2019

Awards

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.

2019

#1 Independent Financial Advisory Firm1

2019

Largest Independent Registered Investment Advisory Firm2

2019

Top US Registered Investment Advisers3

  • 2019

    #1 Independent Financial Advisor1

  • 2019

    Largest Independent Registered Investment Advisor2

  • 2019

    Top US Registered Investment Advisers3

History

Since the start, we’ve always believed that everyone deserves a personal financial plan that adapts to their life and simple, real-world education to help you understand how to keep making the most of your money.

  • 1986

    Edelman Financial Services founded

    Edelman Financial Services is founded by Ric and Jean Edelman to bring financial planning and education to hardworking Americans.

  • 1991

    Ric Edelman launches his radio show

    The popularity of Ric Edelman's appearances on WMAL radio demonstrates a demand for his accessible approach to finance and leads him to host his own show.

  • 1992

    First Truth About Money seminar

    Ric Edelman gives his first Truth About Money seminar — a 10-hour course held over three weeknights, covering personal finance. The course leads to Ric's first book.

  • 1996

    The Truth About Money debuts at #1

    The Truth About Money debuts at #1 on The Washington Post's best-seller list and remains there for 22 weeks. It stays on the list for 70 consecutive weeks!

  • 1996

    Financial Engines founded

    Built upon the techniques of Nobel laureate and founder William F. Sharpe, Financial Engines is founded to bring high-quality investment advice to hardworking Americans.

  • 1997

    Ric Edelman’s advice and education available online

    RicEdelman.com launches, offering a new way for consumers to access Ric's advice and education.

  • 1998

    Inside Personal Finance is launched

    The award-winning monthly newsletter — Ric Edelman’s Inside Personal Finance — is launched to bring more financial education and guidance to clients!

  • 1998

    Online Advice is launched in the workplace

    Online Advice is introduced, allowing participants to manage their accounts with the help of online expert recommendations and interactive tools.

  • 2004

    Professional asset management available to employees

    Professional Management is introduced in the workplace, giving employees access to affordable, high-quality asset management and advisor help.

  • 2011

    Launched the first retirement income solution for the 401(k)

    Income+, the first retirement income solution for the workplace, is introduced to help turn 401(k) accounts into stable retirement income.

  • 2012

    20th anniversary of Ric Edelman’s radio show

    Ric Edelman celebrates his radio show's 20th anniversary. The program airs weekly in 70 markets across the country.

  • 2014

    Research: 401(k) participants getting financial help are better off

    Help in Defined Contribution Plans: 2006 through 2012 is published, demonstrating the value of professional financial help.

  • 2015

    Milestone: More leading employers offering financial advice to employees

    Proud to now be helping leading employers representing more than $1 trillion in retirement assets.

  • 2015

    Acquisition of The Mutual Fund Store

    With the acquisition of The Mutual Fund Store, 401(k) participants have access to Personal Advisor, including financial planning and a dedicated advisor.

  • 2017

    Milestone: 1 million clients

    Proud to be helping more than 1 million clients across America.

  • 2018

    Two great companies merge

    Edelman Financial Engines forms from the merger of Edelman Financial Services and Financial Engines and transforms the way hardworking Americans receive financial help.

  • 2018

    Edelman Financial Engines named best advisory firm

    Barron’s names Edelman Financial Engines best independent advisory firm in America1.

  • 2018

    The Squirrel Manifesto debuts at #1

    Ric and Jean Edelman publish The Squirrel Manifesto to teach children good financial habits and it debuts at #1 on Amazon’s list of Children’s Money Books.

  • 2019

    More employers offering financial help

    Edelman Financial Engines more than doubles its plan sponsor clients with the addition of 900 new plan sponsors and 430,000 new plan participants in 2018.

  • 2019

    Edelman Financial Engines tops the list of independent RIAs

    Edelman Financial Engines tops the InvestmentNews independent registered investment advisor list2.

  • 2019

    Edelman Financial Engines named best advisory firm for the second year in a row

    Edelman Financial Engines is named the best independent advisory firm in America for the second year in a row by Barron’s1.

  • 2019

    Ric Edelman inducted into Barron’s Hall of Fame4

    Ric Edelman is recognized as a top financial advisor and inducted into Barron’s Hall of Fame.

  • 2019

    Ric Edelman recognized for his influence on the financial planning industry

    Ric Edelman is named by InvestmentNews as one of 20 most influential people who helped shape the financial planning industry.

We Can Help You Plan for Your Future — Starting Right Now.

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