For nearly 40 years, Edelman Financial Engines has operated on a simple yet powerful belief: everyone deserves the opportunity to move their financial life forward. Over the years, we’ve joined forces with a select group of RIAs that share our vision and have helped propel our firm forward.
We have become America’s top independent wealth planning and workplace investment advisory firm by always putting our clients first, and we are equally committed to the success of every RIA owner and employee that joins us. Whether partner RIAs are seeking succession planning, growth acceleration, or additional capacity, we have a unique combination of resources to deliver significant value to owners, employees, and clients.
We are always innovating to better guide clients with the financial advice they need to thrive. Partnering with us means expanding your capabilities, empowering your employees, and setting your practice on a course for accelerated, sustained growth.
Let’s talk.
A Barron’s Top Independent Financial Advisory Firm Eight Years in a Row
Awarded each September, based on prior 12-month data through June 30
Managed Account Provider for
Workplace Retirement Plans
Listing published 1Q 2025 and is based on Dec. 31 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
Joining Edelman Financial Engines provides us with a depth of additional resources and the ability to maintain the feeling of a multifamily office.
Rick Renwick, Co-founder, PRW Wealth Management
Partnering with Edelman Financial Engines is the best decision I’ve ever made. Their dedication to our success and commitment to providing advanced planning tools inspires our team to serve clients at a higher level.”
Rick Renwick, Co-founder, PRW Wealth Management
Partnering with Edelman Financial Engines is the best decision I’ve ever made. Their dedication to our success and commitment to providing advanced planning tools inspires our team to serve clients at a higher level.
Bill Schultheis, Founder, Soundmark Wealth Management
The planner support in fantastic, especially the access to an advanced planning team to help our clients with more complex needs. Now, when a client comes in with a unique situation, I can say we have the right people to help.
Aaron Schmoekel, Director, Financial Planning, Smart Investor
Our team’s long relationship with Edelman Financial Engines helped make it clear to us that our clients would see real benefits from the increased depth in all areas of wealth planning. We are excited to grow with the leading firm in our industry.
David P. Herrmann, CEO, Herrmann & Cooke
2016
The Mutual Fund Store is acquired by Financial Engines, a publicly traded company.
2018-2020
Hellman & Friedman acquires Financial Engines.
Edelman Financial Services and Financial Engines merge, resulting in a unified infrastructure, optimized to support clients, planners and future growth.
Viridian Advisors
Seattle, WA
Approximately $850 million in AUM
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Soundmark Wealth Management
Kirkland, WA
Approximately $453 million in AUM
Read more
Learn more about partnering with Edelman Financial Engines.
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