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Is your wealth plan missing something? Talk to one of our wealth planners for a complimentary Wealth Planning Review.

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Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2024, and is only applicable to households with a minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.



Don't settle for piecemeal investment advice

Our integrated wealth planning process is designed to strategically coordinate aspects of your financial life, including tax planning, estate planning, insurance, mortgages and more – now and into the future.

We are an integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities.


Certain services provided on an educational and guidance basis only. 


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  • Number one 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.

Our Team of Wealth Planners Provides Clear Advice With Your Goals In Mind

We do what’s right for you — always. We are your financial advocate, and when it comes to investment advice, we always put your best interest first.


  • 1.3


    Firm stats as of December 31, 2023

  • $270


    Firm stats as of December 31, 2023

  • 360


    Data as of December 31, 2023