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1.27m clients
95% client
satisfaction*
140+ locations
* The 2024 Client Satisfaction survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company on a rolling basis during 2024. Information was gathered through an online survey distributed to all traditional wealth and employee planning clients who had a comprehensive annual review (over 34,000 clients), of which over 4,600 responded (13%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. On a scale of 1-5, 95% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 93% of the responders rated their experience as highly likely to recommend EFE to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
1.27 million clients as of June 30, 2025.
As of June 30, 2025, Edelman Financial Engines had 144 locations.
One of the smartest things I ever did was join Edelman Financial Engines, period.
Jim K.
Jim K., a current client of Edelman Financial Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.