EDELMAN FINANCIAL ENGINES
FINANCIAL ENGINES ADVISORS L.L.C.
CRD 104510 · SEC 801-55196
3945 FREEDOM CIRCLE, SANTA CLARA, CA, 95054, United States
Phone
833-752-6333
Fax
866-742-7222
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.29B
Discretionary AUM
$326.29B
Team
1679 total employees; 553 advisory reps; 322130 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 431514 | $92.64B |
| High net worth individuals | 45656 | $86.54B |
| Pension/profit sharing plans | 227 | $936.2M |
| Charitable organizations | 44 | $113.6M |
| Other investment advisers | 766796 | $145.75B |
| Corporations/business entities | 169 | $299.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.indeed.com/cmp/Edelman-Financial-Engines
- https://coffeehouseinvestor.com/
- https://www.youtube.com/c/EdelmanFinancialEngines
- https://www.glassdoor.com/Overview/Working-at-Edelman-Financial-Engines-EI_IE7852.11,36.htm
- https://financialengines.com
- https://www.linkedin.com/company/edelman-financial-engines
- https://www.facebook.com/edelmanfinancialengines
- https://twitter.com/EdelmanFE
- https://www.instagram.com/edelmanfinancialengines/
- https://www.newenglandpension.com/
- http://www.edelmanfinancialengines.com
- https://www.threads.net/@edelmanfinancialengines
- https://bsky.app/profile/edelmanfinancialengines.com
- https://www.linkedin.com/in/michael-liersch-1882382/
Official SEC filing: View on IAPD