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¹The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

²Edelman Financial Data Warehouse as of June 30, 2020.

³Edelman Financial Engines research, Covid-19 and Financial Well-Being, June 2020. For a complete copy of the research study, visit https://go.financialengines.com/COVID-19andFinancialWell-Being

⁴Edelman Financial Engines research, Advice Gap, September 2020. For a complete copy of the research study, visit https://go.financialengines.com/AdviceGap

⁵Edelman Financial Engines research, Covid-19 and Financial Well-Being, June 2020. For a complete copy of the research study, visit https://go.financialengines.com/COVID-19andFinancialWell-Being

⁶Mercer, Inside Employees’ Minds, Financial Wellness Volume 2. 2017. For a complete copy of the research study, visit https://www.mercer.com/content/dam/mercer/attachments/global/inside-employees-minds/glb-2017-inside-employees-minds-volume-2.pdf

⁷Edelman Financial Engines Data Warehouse as of June 30, 2020.

⁸Services offered by Edelman Financial Engines depend on a number of factors, including plan sponsor/employer selection, as well as recordkeeper integration

⁹Financial Engines research, Help in Defined Contribution Plans: 2006 through 2012, May 2014. For a complete copy of the research study, visit https://go.financialengines.com/HelpReport

¹⁰Financial Engines research, Claiming Social Security: A Critical & Complex Decision for Retirement Security, March 2014. For a complete copy of the research study, visit https://go.financialengines.com/ClaimingSocialSecurityUpdate

¹¹Financial Engines research, Missing Out: How much employer 401(k) matching contributions do employees leave on the table? May 2015. For a complete copy of the research study, visit https://go.financialengines.com/401kMatch

¹²Financial Engines research, In Whose Best Interest? March 2016 For a complete copy of the research study, visit https://go.financialengines.com/BestInterest

¹³Edelman Financial Engines research, Reconsidering the 401(k) Rollover, June 2019. For a complete copy of the research study, visit https://go.financialengines.com/FDR

¹⁴Edelman Financial Engines research, Covid-19 and Financial Well-Being, June 2020. For a complete copy of the research study, visit https://go.financialengines.com/COVID-19andFinancialWell-Being

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© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.