Reach more clients, change more lives

See what a collaboration with Edelman Financial Engines can do for your business.


Our company was founded over 35 years ago based on one core belief: everyone deserves the opportunity to move their financial life forward. Since then, we’ve joined forces with a select group of registered investment advisory firms that share our vision.

Edelman Financial Engines has been ranked the #1 independent financial advisory firm six years in a row by Barron's, awarded each September (2018-2023), based on data within a 12-month period. A collaboration with Edelman Financial Engines will not only benefit your employees, it will allow you to offer a broader range of services to your clients, both current and future.




  • Accelerated Growth





    Firm stats as of December 31, 2023



    • We make a substantial investment annually to generate these leads for all of our advisors.
    • Once integrated, our robust lead flow, scale, and internal support systems can help advisors accelerate their growth.
  • Scale and Solutions





    Firm stats as of December 31, 2023

    • Firms are fully integrated into our back office/technology, allowing them to serve existing and potential clients.
    • Our world-class IM team designs custom portfolios to meet our clients’ needs.
  • World-Class Support





    Firm stats as of December 31, 2023


    • Our robust back office allows planners to focus on what they do best, help clients.
    • Our advanced planning teams offer guidance on investments, taxes, insurance, retirement and estate planning.
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




A proven track record



The Mutual Fund Store is acquired by Financial Engines, a publicly traded company.

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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Smart Investor
Sacramento, CA
Approximately $680 million in AUM
Read more

Herrmann & Cooke
San Francisco, CA
Approximately $490 million in AUM
Read more

Erman Retirement Advisory
Los Angeles, CA

Approximately $210 million in AUM
Read more

Align Wealth Management
Oklahoma City, OK
Approximately $425 million in AUM
Read more

PRW Wealth Management
Boston, MA
Approximately $500 million in AUM
Read more

New England Pension Plan Systems
Providence, RI
Approximately $1.5 billion in AUM
Read more

We are honored and excited to be joining Edelman Financial Engines, the top RIA in the country. Our shared approach to client service, education, financial planning and investment management makes this a great fit.

Sergio DeCurtis, CEO, NEPPS




Talk to us

Learn more about partnering with Edelman Financial Engines.


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