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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.

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A plan for all of life’s stages.

Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your wealth planner is by your side the whole way.

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    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.

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

We're here to answer your questions

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.

Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your advisor. To get a better understanding of what kind of fee structure would apply to your account, connect with a planner. You’ll start by answering a few questions designed to help your advisor prepare an initial meeting with you. Review this form to learn more about our fees and other helpful questions.

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.

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 we always put your best interests 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