Edelman Financial Engines

Edelman Financial Engines (CRD# 104510) is a financial advisory firm headquartered in Santa Clara, CA. They manage $241,970,176,743 in 1,594,707 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    241,970
    MILLION
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
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, WY

Financial Advisors at Edelman Financial Engines
Showing 1 - 10 of 535 top financial advisors.
1
Robert M. Aceves
CRD#: 5648811
600 Anton Blvd, Suite 1750, Costa Mesa, CA 92626

Robert Aceves (CRD# 5648811) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 14 years of experience in the finance industry.

2
Jaime E. Ackles
CRD#: 2958582
28 State Street,, 21st Floor, Boston, MA 02109

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.

3
Travis H. Adams
CRD#: 6108988
4742 N 24th St, Suite 270, Phoenix, AZ 85016

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.

4
Craig S. Adler
CRD#: 2005875
Phoenix, AZ

Craig Adler (CRD# 2005875) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 15 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.

5
Rachelle G. Advani
CRD#: 5072628
North Chesterfield, VA

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.

6
Jeremy S. Albrecht
CRD#: 4716096
8800 Lyra Drive, Suite 220, Columbus, OH 43240

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.

7
Bruce A. Alden
CRD#: 1728886
3051 Akers Mill Rd St, Suite 110, Atlanta, GA 30339

Bruce Alden (CRD# 1728886) is an Investment Advisor Representative working at Edelman Financial Engines in Atlanta, GA and has over 11 years of experience in the finance industry.

8
Jacob D. Altic
CRD#: 6645325
8800 Lyra Drive, Suite 220, Columbus, OH 43240

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.

9
Jason Alvarez De Sotomayor
CRD#: 5304405
25 Burlington Mall Road, Suite 405, Burlington, MA 01803

Jason Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 16 years of experience in the finance industry. Jason Alvarez De Sotomayor 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.

10
Brian D. Amper
CRD#: 4401674
25 Burlington Mall Road, Suite 405, Burlington, MA 01803

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. Brian Amper 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.

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