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 Andreola (CRD# 1924032) is an Investment Advisor Representative working at Edelman Financial Engines in Foxboro, MA and has over 35 years of experience in the finance industry.
Caroline Angell (CRD# 6817949) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 6 years of experience in the finance industry.
David Ankrom (CRD# 2503124) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 29 years of experience in the finance industry.
Chris Athey (CRD# 5973714) is an Investment Advisor Representative working at Edelman Financial Engines in Kansas City, MO and has over 12 years of experience in the finance industry.
Brad Bailey (CRD# 3234308) is an Investment Advisor Representative working at Edelman Financial Engines in Plantation, FL and has over 10 years of experience in the finance industry.
James Baker (CRD# 3272916) is an Investment Advisor Representative working at Edelman Financial Engines in Austin, TX and has over 24 years of experience in the finance industry.
Kurt Balderston (CRD# 3025260) is an Investment Advisor Representative working at Edelman Financial Engines in Chesterfield, MO and has over 25 years of experience in the finance industry.
Jeanne Baldwin (CRD# 2750578) is an Investment Advisor Representative working at Edelman Financial Engines in Novi, MI and has over 28 years of experience in the finance industry.
Nathan Baldwin (CRD# 4407352) is an Investment Advisor Representative working at Edelman Financial Engines in Quincy, MA and has over 19 years of experience in the finance industry.
David Balestriere (CRD# 4790356) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 19 years of experience in the finance industry.