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
Edward Dinan (CRD# 5397794) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 16 years of experience in the finance industry.
Mallory Dinis (CRD# 5823103) is an Investment Advisor Representative working at Edelman Financial Engines in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Jason Dixon (CRD# 4546282) is an Investment Advisor Representative working at Edelman Financial Engines in Oklahoma City, OK and has over 21 years of experience in the finance industry.
Dustin Dodge (CRD# 5316624) is an Investment Advisor Representative working at Edelman Financial Engines in Midlothian, VA and has over 15 years of experience in the finance industry.
Corinne Dorey (CRD# 4905497) is an Investment Advisor Representative working at Edelman Financial Engines in Raleigh, NC and has over 18 years of experience in the finance industry.
Brad Draper (CRD# 5217433) is an Investment Advisor Representative working at Edelman Financial Engines in Las Vegas, NV and has over 17 years of experience in the finance industry.
Nathan Driggs (CRD# 6601081) is an Investment Advisor Representative working at Edelman Financial Engines in Bellevue, WA and has over 6 years of experience in the finance industry.
Jared Duran (CRD# 6158005) is an Investment Advisor Representative working at Edelman Financial Engines in Bellevue, WA and has over 11 years of experience in the finance industry.
Marcus Dusenbury (CRD# 3081199) is an Investment Advisor Representative working at Edelman Financial Engines in Bothell, WA and has over 23 years of experience in the finance industry.
Matthew Duskey (CRD# 5635705) is an Investment Advisor Representative working at Edelman Financial Engines in Oakbrook Terrace, IL and has over 15 years of experience in the finance industry.