Financial Engines Advisors LLC

Financial Engines Advisors LLC (CRD# 104510) is a financial advisory firm headquartered in Sunnyvale, CA. They manage $113,423,769,815 in 932,089 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    113,424
    MILLION
  • Total Number of Accounts
    932,089
    ACCOUNTS
  • Average Account Value
    $121,688
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Financial Engines Advisors LLC
Showing 1 - 10 of 123 top financial advisors.
1
Craig S. Adler
CRD#: 2005875
4742 N. 24th St, Suite 120, Phoenix, AZ 85016
96
Wealthminder
score

Craig Adler (CRD# 2005875) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 8 years of experience in the finance industry. Craig Adler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dean J. Hessler
CRD#: 2652956
2501 West Beltline Highway, Suite 103, Madison, WI 53713
96
Wealthminder
score

Dean Hessler (CRD# 2652956) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Madison, WI and has over 15 years of experience in the finance industry. Dean Hessler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David K. Musser
CRD#: 5580107
4742 N. 24th St., Suite 270, Phoenix, AZ 85016
96
Wealthminder
score

David Musser (CRD# 5580107) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 8 years of experience in the finance industry. David Musser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joseph A. Parlavecchio
CRD#: 4063140
99 High Street, 32nd Floor, Boston, MA 02110
96
Wealthminder
score

Joseph Parlavecchio (CRD# 4063140) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Boston, MA and has over 16 years of experience in the finance industry.

5
Jonathan D. Vanderwerff
CRD#: 5415878
4742 N. 24th St., Suite 270, Phoenix, AZ 85016
96
Wealthminder
score

Jonathan Vanderwerff (CRD# 5415878) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry. Jonathan Vanderwerff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jacob P. Vander Slik
CRD#: 6303633
4742 N. 24th St., Suite 270, Phoenix, AZ 85016
94
Wealthminder
score
Jacob Vander Slik (CRD# 6303633) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 2 years of experience in the finance industry.
7
Jaime E. Ackles
CRD#: 2958582
1804 Embarcadero Road, Palo Alto, CA 94303
93
Wealthminder
score

Jaime Ackles (CRD# 2958582) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.

8
Khashayar Ahouraei
CRD#: 2801481
4742 24th St., Phoenix, AZ 85016
93
Wealthminder
score

Khashayar Ahouraei (CRD# 2801481) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 20 years of experience in the finance industry.

9
Daniel J. Amaya
CRD#: 5356304
4742 N. 24th St, Suite 120, Phoenix, AZ 85016
93
Wealthminder
score

Daniel Amaya (CRD# 5356304) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.

10
Dustin L. Anderson
CRD#: 4094324
4742 N. 24th St, Suite 120, Phoenix, AZ 85016
93
Wealthminder
score

Dustin Anderson (CRD# 4094324) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 16 years of experience in the finance industry.

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