Edelman Financial Engines

No Cost. No Obligation.

Talk with an Edelman Financial Engines planner today.

Connect With an Advisor

  • Hidden
  • Hidden
  • Hidden
  • Hidden

You deserve the #1 independent financial advisory firm in the nation

2020
Barron's
2020 Barron’s #1 Independent Financial Advisory Firm
2020
InvestmentNews

Largest Independent Registered Investment Advisory Firm2

2020
Investment News
Top US Registered
Investment Advisers
Ric and Jean Edelman
Visit virtually or in person at 150+ locations nationwide
Ric and Jean Edelman founded the firm in 1986 to help folks just like you improve your personal finances.

Today, we manage $230 billion for 1.27 million families across the country.

Firm Statistics as of September 30, 2020.
Get financial advice you can use right now.
You’ll benefit from the broad array of advice and services you’ll get from the financial planners of Edelman Financial Engines.
Investing
Investment Management
Retirement
Retirement Planning
Social Security
Social Security
Home Ownership
Homeownership & Mortgages
Tax Planning
Tax Planning Strategies