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At Edelman Financial Engines, you’ll get a financial advisor who can help guide you through every stage of life by creating a plan that fits you – and the goals you want to achieve. Get started by downloading a free guide to helping protect and grow your wealth.

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Complete this form for your instant download. Then we’ll connect to answer all your questions.

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.


  • Number one


    2018, 2019, 2020, 2021, 2022


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    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


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

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Experience financial planning with a difference

We are a fiduciary. When it comes to investment advice, our financial planners only act in your best interest. And they don’t earn commissions, so you’ll always get objective advice. See why 1.3 million families and individuals trust us to help them achieve their financial goals.

Firm stats as of June 30, 2023

Getting started is easy

Answer just a few questions and we can connect you with a financial planner. There's no obligation — take the first step today toward building a plan to help you meet your financial goals.

Here are some questions we can help you answer

Our investment advice is independent and objective, but more than that, it’s personal. It starts by assessing your financial goals. Then, using our proprietary analysis, your financial advisor will create a personalized portfolio that is uniquely aligned with those goals and with your risk tolerance. This isn’t a one-time event though, it’s the beginning of an ongoing relationship that will continue as you go through each stage of life and your situation and circumstances change.

Someone from our team will give you a call in the next few days to schedule an appointment. When you meet with your financial planner you’ll have a chance to talk about your financial goals - and learn more about how we can help you achieve them.