Investment Management with a noble prize winning heritage

You've worked hard to get where you are. And today, you need a partner who understands the ever-changing financial landscape. Our investment management philosophy combines our patented simulation and optimization engines with thoughtful human insights to deliver a portfolio tailored to you. Get started by downloading a free guide to helping protect and grow your wealth.

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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.

OUR SERVICES
 

  • Number one financial advisory firm

     

    INDEPENDENT FINANCIAL ADVISORY FIRM
    2018, 2019, 2020, 2021, 2022, 2023

     

     

    Awarded each September (2018 - 2023) by Barron's, based on data within a 12-month period. Compensation paid for use of logo.

  • Top US Registered Investment Advisors

     

    Registered investment advisers

     

     

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

A planner and client meet over coffee.

Investment management that puts you first

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

You and your investments can do so much more

Schedule a free meeting and find a planner who can help optimize your portfolio for today, tomorrow and into the future.

Here are some questions we can help you answer

At Edelman Financial Engines, our advice is personal. We start by assessing your financial goals. Then, using our proprietary analysis and advanced investment engines, your financial advisor will help select a personal portfolio that is uniquely aligned with your goals and risk tolerance. This isn’t a one-time event, though; it’s the beginning of an ongoing relationship that will continue as you move through each stage of life and your situation and circumstances change.

Someone from our team will call you to schedule an appointment. When you meet with your financial advisor, you’ll talk about your goals, which will help form the foundation of any personal financial plan. We encourage you to make a list of your needs and wishes, so your advisor can help you plot a course and stay on track. You deserve to move your financial life forward, and hiring a financial advisor – one who always acts in your best interests with investment advice – is the first step.