Reach more clients, change more lives

For nearly 40 years, Edelman Financial Engines has operated on a simple yet powerful belief: everyone deserves the opportunity to move their financial life forward. Over the years, we’ve joined forces with a select group of RIAs that share our vision and have helped propel our firm forward.

We have become America’s top independent wealth planning and workplace investment advisory firm by always putting our clients first, and we are equally committed to the success of every RIA owner and employee that joins us. Whether partner RIAs are seeking succession planning, growth acceleration, or additional capacity, we have a unique combination of resources to deliver significant value to owners, employees, and clients.

We are always innovating to better guide clients with the financial advice they need to thrive. Partnering with us means expanding your capabilities, empowering your employees, and setting your practice on a course for accelerated, sustained growth.

Let’s talk.

  • Number one financial advisory firm


    Independent Financial
    Advisory Firm 7 years in a row

    2018-2024

     

    Awarded each September by Barron’s, based on data within a 12-month period. ​ ​

  • Number one financial advisory firm


    Managed Account Provider for
    Workplace Retirement Plans

     

    Listing published 1Q 2025 and is based on Dec. 31 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.

Why You Should Join Us

 

 

History of Strong Partnerships

 

 

2016
The Mutual Fund Store is acquired by Financial Engines, a publicly traded company.

2018-2020
Hellman & Friedman acquires Financial Engines.

Edelman Financial Services and Financial Engines merge, resulting in a unified infrastructure, optimized to support clients, planners and future growth.

Viridian Advisors
Seattle, WA
Approximately $850 million in AUM
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Smart Investor
Sacramento, CA
Approximately $680 million in AUM
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Herrmann & Cooke
San Francisco, CA
Approximately $490 million in AUM
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Erman Retirement Advisory
Los Angeles, CA

Approximately $210 million in AUM
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Align Wealth Management
Oklahoma City, OK
Approximately $425 million in AUM
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PRW Wealth Management
Boston, MA
Approximately $500 million in AUM
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New England Pension Plan Systems
Providence, RI
Approximately $1.5 billion in AUM
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Soundmark Wealth Management
Kirkland, WA
Approximately $453 million in AUM
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Cahill Wealth Management
Kalamazoo, MI
Approximately $426 million in AUM
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Hasenberg Financial Group
Eau Claire, WI
Approximately $300 million in AUM
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Meet Our M&A Team 

 

 

  • Denitsa Balunis

    Head of Strategy

    Denitsa Balunis is the head of Corporate Strategy and Corporate Development for Edelman Financial Engines and responsible for the development and implementation of EFE’s enterprise strategy and planning, as well as mergers & acquisitions. She also serves as the Chief of Staff to EFE’s CEO driving cross-functional efforts at the CEO and business unit leadership levels.

  • Valerie Pimenta

    Chief People Officer

    Valerie Bolch Pimenta is the Chief People Officer at Edelman Financial Engines, overseeing HR and talent teams. She joined EFE in 2022 as SVP of Operations and later expanded her role to SVP of Service and Operations. Prior to EFE, she held leadership roles at M Securities, Fisher Investments, LPL Financial Services, and Merrill Lynch.

  • Joey Miller

    Vice President, M&A

    Joey is responsible for driving the expansion of the organization through mergers and acquisitions of other RIAs, executing strategic growth initiatives, and leading the seamless integration of new teams and their clients into EFE.

  • Eric Lanser

    Senior Director, Corporate Development

    Eric Lanser is a Senior Director on the Corporate Development team. Eric is responsible for sourcing, evaluating and executing mergers & acquisitions to drive EFE’s inorganic growth strategy.


 

Meet the Edelman Financial Engines Leadership team here.

Talk to us

Learn more about partnering with Edelman Financial Engines.

 

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