Get the help you need from a financial advisor you can trust ...
and a complimentary guide to get you started.

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.

2021
Barron's

#1 Independent
Financial Advisory Firm

Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating.

2020

Top U.S. Registered Investment Advisers

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

Let’s connect you with a planner.

Please enter your first name.

Please enter your last name.

Please enter your email address.

Email address invalid.

Please enter your phone number.

Phone number invalid.

Please enter your ZIP code.

ZIP code invalid.

By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition of any purchase. For texts, text STOP to cancel, HELP for help. Message and data rates may apply. Message frequency may vary. You are also agreeing to our Terms of Use and Privacy Policy.

Partner with the #1 independent financial advisory firm in the nation.

That’s high praise from Barron’s, but we think we’re one of the best financial advisors because of what we offer our clients.

Getting started is easy.

Just some basic information about you will help us connect you with a financial planner who’s best suited to serve you. It’s fast, it’s simple and there’s no obligation. Take the first step toward building a plan to help you meet your financial goals.

How can we help you?

(Select all that apply)

Please select at least one option.

2 of 7

How do you primarily manage your investments?

Please select an option.

3 of 7

When would you like to retire?

Please select an option.

4 of 7

Please estimate your total investable assets.

Please select an option.

5 of 7

Please enter your ZIP code.

Please enter your ZIP code.

The ZIP code you entered is invalid.

6 of 7

Please enter your name.

Please enter your first name.

Please enter your last name.

7 of 7

Let's find a financial advisor near you.

Please enter your phone number.

The phone number you entered is invalid.

Please enter your email address.

The email address you entered is invalid.

By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition of any purchase. For texts, text STOP to cancel, HELP for help. Message and data rates may apply. Message frequency may vary. You are also agreeing to our Terms of Use and Privacy Policy.

We’re in your neighborhood.

Connect with a local financial advisor by phone, online or in one of our 145+ locations nationwide.

We’re in your neighborhood.

Connect with a local financial advisor by phone, online or in one of our 145+ locations nationwide.

Firm stats as of Dec. 31, 2020

Here are some of the questions we can help you answer.

According to a study by Vanguard, working with a financial advisor may increase your investment returns. They identified several factors that helped contribute to this conclusion: Financial advisors can coach clients through behavioral finance, provide effective planning and advice, and help to strategically rebalance your portfolio. But more importantly, a good financial advisor can help you stick to your long-term financial plan during volatile markets to make sure you stay on track to reach your goals.

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 personal 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 two days to schedule an appointment. When you meet with your financial planner, you’ll talk about your dreams and goals – and get a personal financial plan. And if you’re worried about achieving your financial goals, make a list of your needs, wants and wishes, and your advisor can help you stay on track. You deserve to move your financial life forward, and hiring a fiduciary financial advisor – one who will only act in your best interests – is the first step.