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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 $50,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

Certain services provided on an educational and guidance basis only.

Don't settle for piecemeal investment advice

Specialized expertise.

From tax planning to estate planning, our planners and experts can provide an extra layer of insight and resources to help guide you.

Fiduciary investment management.

Our planners don’t earn commissions. We always put your best interests first.

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


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    Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period. Compensation paid for use and distribution of rating.

  • Top US


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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

As a fiduciary, our investment advice is independent and objective, so we always put your best interests first. Edelman Financial Engines does not sell investment products, nor do we distribute products of other companies for commissions. But more than that, our advice is personal. We start by assessing your financial goals. Then, using our proprietary analysis and advanced investment engines, your wealth planner 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.

Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your planner. To get a better understanding of what kind of fee structure would apply to your account, start by connecting with a planner. You’ll start by answering a few questions designed to help your planner prepare an initial meeting with you.

Someone from our team will call you to schedule an appointment. When you meet with your wealth planner, you’ll talk about your dreams and goals, which will help form the foundation of your personal financial plan. We encourage you to make a list of your needs and wishes, so your planner can help you plot a course and stay on track. You deserve to move your financial life forward, and hiring a fiduciary wealth planner – one who will only act in your best interests – 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 June 30, 2023

  • $250


    Firm stats as of June 30, 2023

  • 365


    Data as of Dec. 31, 2022