SPECIAL OFFER
Get a fresh perspective on your wealth
Is your wealth plan missing something? Talk to one of our wealth planners for a complimentary Wealth Planning Review.
Get your complimentary wealth planning review
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 $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.
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INDEPENDENT FINANCIAL ADVISORY FIRM
2018, 2019, 2020, 2021, 2022Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period. Compensation paid for use and distribution of rating.
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Registered investment advisers
Listing published annually in July and is based on data gathered by Financial Times in 2020.
Our Services
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.
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1.3
MILLION CLIENTS
Firm stats as of June 30, 2023
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$246
BILLION IN CLIENT ASSETS MANAGED
Firm stats as of March 31, 2023
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365
FINANCIAL PLANNERS
Data as of Dec. 31, 2022