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
Robert Aceves (CRD# 5648811) is an Investment Advisor Representative working at Edelman Financial Engines in Federal Way, WA and has over 15 years of experience in the finance industry.
Jaime Ackles (CRD# 2958582) is an Investment Advisor Representative working at Edelman Financial Engines in Boston, MA and has over 23 years of experience in the finance industry.
Travis Adams (CRD# 6108988) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 12 years of experience in the finance industry.
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.
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.
Bruce Alden (CRD# 1728886) is an Investment Advisor Representative working at Edelman Financial Engines in Atlanta, GA and has over 12 years of experience in the finance industry.
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.
Jason Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 17 years of experience in the finance industry.
Brian Amper (CRD# 4401674) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 23 years of experience in the finance industry.
Joshua Andreasen (CRD# 5489852) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 12 years of experience in the finance industry.