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
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
Paul Dau (CRD# 2063442) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 33 years of experience in the finance industry.
Surendra Dave (CRD# 2264155) is an Investment Advisor Representative working at Edelman Financial Engines in Bethesda, MD and has over 26 years of experience in the finance industry.
Christopher Davidson (CRD# 5122928) is an Investment Advisor Representative working at Edelman Financial Engines in Novi, MI and has over 17 years of experience in the finance industry.
Trent Davidson (CRD# 6402805) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 7 years of experience in the finance industry.
John Davis (CRD# 2611574) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 27 years of experience in the finance industry.
Mary Davis (CRD# 1047957) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 39 years of experience in the finance industry.
Patrick Day (CRD# 1221877) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 39 years of experience in the finance industry.
Sergio Decurtis (CRD# 2216864) is an Investment Advisor Representative working at Edelman Financial Engines in Providence, RI and has over 32 years of experience in the finance industry.
Gian Deguzman (CRD# 5298082) is an Investment Advisor Representative working at Edelman Financial Engines in Tysons, VA and has over 11 years of experience in the finance industry.
Mariah Dehaven (CRD# 2922481) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 26 years of experience in the finance industry.