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Edelman Financial Engines Marks Sixth Year Ranked as the Top Independent RIA by Barron’s

For the sixth consecutive year, Edelman Financial Engines (EFE) has been named the nation’s top independent Registered Investment Advisor (RIA) by Barron’s.¹

Edelman Financial Engines in the News

Barron's

Have up to $3 million to invest? This No. 1 ranked advisory wants to serve you.

Barron's

Barron‘s 2022 Top 100 RIA Firms

Awarded each September based on data within a 12-month period. Compensation paid for use and distribution of rating.

Financial Advisor

How To Talk To Clients About The Recession

Business Insider

3 common money challenges Soledad O’Brien wants to help you solve

Real Simple

Do You Really Need Life Insurance if You Don't Have Kids?

Money Geek

Expert Advice: Finding the Best Life Insurance

2023

Edelman Financial Engines Marks Sixth Year Ranked as the Top Independent RIA by Barron’s

Edelman Financial Engines Names Jay Shah as New CEO

Edelman Financial Engines Appoints Neil Gilfedder as Chief Investment Officer

New Research From Edelman Financial Engines Shows Women of Color are Forging a More Positive Financial Path Forward

Edelman Financial Engines Acquires Erman Retirement Advisory

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Exclusive Edelman Financial Engines Research Program Reveals Financial Workplace Benefits Can Have Measurable Impact on Employees’ Overall Well-Being and Preparedness

Pressroom

Latest News and Media Coverage

Edelman Financial Engines Marks Sixth Year Ranked as the Top Independent RIA by Barron’s

Edelman Financial Engines in the News

Press Releases

2023

Edelman Financial Engines Marks Sixth Year Ranked as the Top Independent RIA by Barron’s

Edelman Financial Engines Names Jay Shah as New CEO

Edelman Financial Engines Appoints Neil Gilfedder as Chief Investment Officer

New Research From Edelman Financial Engines Shows Women of Color are Forging a More Positive Financial Path Forward

2022

Edelman Financial Engines Acquires Erman Retirement Advisory

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Exclusive Edelman Financial Engines Research Program Reveals Financial Workplace Benefits Can Have Measurable Impact on Employees’ Overall Well-Being and Preparedness

Edelman Financial Engines Expands its Tax Planning Support Capabilities

Edelman Financial Engines Acquires RIA Herrmann & Cooke

Edelman Financial Engines Survey Finds That Inclusivity Is Critical to Improving Employee Participation in Financial Wellness Benefits

Barron’s Names Edelman Financial Engines America’s Top Independent Registered Investment Advisor for the Fifth Consecutive Year

Edelman Financial Engines Acquires RIA Smart Investor

Edelman Financial Engines Launches New Workplace Financial Wellness Platform

Edelman Financial Engines Appoints Tom Kimberly to EVP, Chief Product and Technology Officer

Edelman Financial Engines Launches New 401(k) Plan Retirement Income Solution

Edelman Financial Engines Expands Wealth Planning Leadership Team with Two Strategic Hires

Edelman Financial Engines Appoints Suzanne van Staveren as Chief Financial Officer

Named an Honoree for Best Co-Hosts of a Podcast in the 26th Annual Webby Awards

Edelman Financial Engines Launches Financial Wellness Program with George Washington University

2021

Edelman Financial Engines Introduces Everyday Wealth™ with Soledad O’Brien and Jean Chatzky

Edelman Financial Engines Appoints Peter deSilva to Its Board of Directors

Barron’s Names Edelman Financial Engines America’s Top Independent Registered Investment Advisor

Edelman Financial Engines Working with Principal® to Offer Comprehensive Financial Help to Employees

Edelman Financial Engines Announces Ric Edelman’s Transition to Advisory Role

Edelman Financial Engines Acquires Viridian Advisors

Edelman Financial Engines Announces Investment from Warburg Pincus LLC

Majority Of Working Americans Are Optimistic About Their Financial Future Even While Lacking Savings