Edelman Financial Engines
Edelman Financial Engines (CRD# 104510) is a financial advisory firm headquartered in Santa Clara, CA. They manage $270,770,414,647 in 1,561,555 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management270,770MILLION
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Robert Aceves (CRD# 5648811) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 15 years of experience in the finance industry.
Jaime Ackles (CRD# 2958582) is an Investment Advisor Representative working at Edelman Financial Engines in Boston, MA and has over 22 years of experience in the finance industry.
Travis Adams (CRD# 6108988) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 11 years of experience in the finance industry.
Rachelle Advani (CRD# 5072628) is an Investment Advisor Representative working at Edelman Financial Engines in North Chesterfield, VA and has over 12 years of experience in the finance industry.
Jeremy Albrecht (CRD# 4716096) is an Investment Advisor Representative working at Edelman Financial Engines in Columbus, OH and has over 19 years of experience in the finance industry.
Bruce Alden (CRD# 1728886) is an Investment Advisor Representative working at Edelman Financial Engines in Atlanta, GA and has over 12 years of experience in the finance industry.
Jacob Altic (CRD# 6645325) is an Investment Advisor Representative working at Edelman Financial Engines in Columbus, OH and has over 6 years of experience in the finance industry.
Jason Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 17 years of experience in the finance industry.
Brian Amper (CRD# 4401674) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 22 years of experience in the finance industry.
Joshua Andreasen (CRD# 5489852) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 12 years of experience in the finance industry.