Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period).
With 143+ offices across the country and 1.3 million clients, we manage more than $300 billion in assets. (Data as of September 30, 2024).
1.The Barron's 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the
top mega RIA.
General Information |
| Firm Start Year: | 2007 | |
| Name of Custodial Firm: | Charles Schwab, TD Ameritrade and others. |
Firm Information |
| Firm's Number of Clients: | 1.3million |
| Assets Managed by Firm: | $300,000,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. WiserAdvisor is a promoter for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a promoter, WiserAdvisor may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. WiserAdvisor is not a client, agent, representative or affiliate of Edelman Financial Engines. WiserAdvisor receives a referral fee from Edelman Financial Engines in exchange for each prospective client WiserAdvisor provides to Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. Due to this arrangement, WiserAdvisor has an incentive to match you to Edelman Financial Engines as one of the options. Please click the Supplemental Disclosure for more information. |
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Additional Detailed Disclosures |
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