Awards and Recognitions

Being an award-winning firm isn't about us.
It’s about our focus on you – our commitment to serve people like you. The vision of our founders remains our mission – we remain focused on providing you the personalized advice and service you want, need and deserve. We are grateful for the opportunity to serve you, and you can be certain that we’ll do so with the full commitment we provide to each and every client. You’re important to us, and we’ll prove it to you every day.
Retirement & Estate Planning
In 2018, Barron’s ranked Edelman Financial Services
#1 Independent Financial Advisors
Retirement & Estate Planning
Financial Times Names Edelman Financial and Financial Engines to list of
Top US Registered Investment Advisors
Retirement & Estate Planning
InvestmentNews Ranks Financial Engines
Largest Independent Registered Investment Advisor

The Top Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth. ( )

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (

Awards and recognitions are provided for informational purposes only and should not be used as the basis for retaining the financial planning and/or investment management services of Edelman Financial Engines. Awards and recognitions by rating services, companies and/or publications do not guarantee any client experience or results from Edelman Financial Engines nor do they represent a current or past endorsement of Edelman Financial Engines or its financial planners or investment advisors. Rankings published by magazines and others are generally based solely on information prepared and/or submitted by the firm or its advisors. None of the awards mentioned below take into account investment performance or client experience. Past performance does not guarantee future results.