What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
2010
Charles Schwab and others.
Fee-Only
Based on Assets
1.24 million
$326 billion
Wiser Advisor is a promoter for Financial Engines Advisors L.L.C., a federally registered investment adviser and wholly owned subsidiary of Edelman Financial Engines, LLC ("Edelman Financial Engines"). As a promoter, Wiser Advisor may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. Wiser Advisor is not a client, agent, representative, or affiliate of Edelman Financial Engines. Wiser Advisor receives a referral fee from Edelman Financial Engines in exchange for each prospective client Wiser Advisor provides to Edelman Financial Engines. This referral fee, ranging from $150 and $1150, is paid by Edelman Financial Engines and will not be passed on to you. The payment of the fee is not contingent on whether a prospective client becomes a client of Edelman Financial Engines. Due to this arrangement, Wiser Advisor has incentive to match you with Edelman Financial Engines. You are encouraged to consider this incentive and make an independent evaluation before deciding whether to engage with Edelman Financial Engines.
Please click the Supplemental Disclosure for more information.
Promo Disclosure: Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2026, and is only applicable to households with minimum investable assets of $250,000. Offer criteria and end dates for this offer may be waived or amended at any time at Edelman Financial Engines' discretion.
Additional Detailed Disclosures
