EDELMAN FINANCIAL ENGINES
Santa Clara, CA
AUM
$326.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
553 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
833-752-6333
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, SANTA CLARA
3 advisers found
Santa Clara, CA
AUM
$326.29B
Team
553 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
833-752-6333
Santa Clara, CA
AUM
$309.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-373-5570
Santa Clara, CA
AUM
$70.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-215-1698