About Edelman Financial Engines, LLC
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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
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General Information
Firm Start Year
2006
Firm CRD#
104510
Name of Custodial Firm
Charles Schwab and others.
Firm Information
Firm's Number of Clients
1,561,555
Assets Managed by Firm
$270,770,414,647
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Disclosures
FinancialPlanners.net is a promoter for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a promoter, FinancialPlanners.net may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. FinancialPlanners.net is not a client, agent, representative or affiliate of Edelman Financial Engines. FinancialPlanners.net receives a referral fee from Edelman Financial Engines in exchange for each prospective client FinancialPlanners.net provides to Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. Due to this arrangement, FinancialPlanners.net has an incentive to match you to Edelman Financial Engines as one of the options. Please click the Supplemental Disclosure for more information.
Promo Disclosure: Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2025, and is only applicable to households with minimum investable assets of $250,000. Offer criteria and end dates for this offer may be waived or amended at any time at Edelman Financial Engines' discretion.
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892163/financialplanners-Edelman-Financial-Engines,-LLC-detailed-disclosure.html