Now's the time for a second opinion

Let our planners help take your wealth to the next level.

Get your complimentary wealth checkup

Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2023, and is only applicable to households with minimum investable assets of $25,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

Don't settle for piecemeal investment advice

Specialized expertise.

From tax planning to estate planning, our planners and experts can provide an extra layer of insight and resources to help guide you.

Fiduciary investment management.

Our planners don’t earn commissions. We always put your best interests first.

A plan for all of life’s stages.

Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your wealth planner is by your side the whole way.

  • Number one


    2018, 2019, 2020, 2021, 2022


    Barron's logo


    Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period. Compensation paid for use and distribution of rating.

  • Top US


    Registered investment advisers


    Financial Times Logo


    Listing published annually in July and is based on data gathered by Financial Times in 2020.