Your guide includes:
- Considerations for handling the psychological impact of a windfall
- Important do’s and don’ts before making any moves
- Strategies to consider to help make the most of your money.
Our Services
Certain services provided on an educational and guidance basis only.
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A Barron’s Top Independent Financial Advisory Firm Eight Years in a Row
Awarded each September, based on prior 12-month data through June 30
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Top managed account provider for workplace retirement plans
Published 3Q 2026, based on prior 6-month data through June 30, 2026 as gathered by Cerulli Associates.
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.
1.21m clients
94% client
satisfaction1
145+ locations
* The 2025 Client Satisfaction survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company on a rolling basis from January 1 – June 10, 2025 and was conducted by Qualtrics, a third-party research company on a rolling basis from June 10-December 31, 2025. Information was gathered through an online survey distributed to all traditional wealth and employee planning clients who had a comprehensive annual review (over 54,000 clients) of which over 8,300 responded (15%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. Averaging both surveys, on a scale of 1-5, 93.9% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5).
1.21 million clients as of June 30, 2026. Number of clients are inclusive of workplace and wealth planning clients.
As of June 30, 2026, Edelman Financial Engines had 146 locations.