Edelman Financial Engines | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Edelman Financial Engines is a leading independent registered investment advisory firm in the U.
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Edelman Financial Engines is a leading independent registered investment advisory firm in the U.S., specializing in financial planning, wealth management, and investment services. As of June 30, 2025, the firm manages $308 billion in client assets and serves 1.27 million clients. Formed in 2018 through the merger of Financial Engines and Edelman Financial Services, it combines advanced technology with human advisors to provide comprehensive financial solutions.
The firm offers a wide range of services, including holistic financial planning, personalized investment management, workplace retirement services, tax and estate optimization, and insurance strategies. Its approach integrates proprietary technology with dedicated advisor teams to ensure clients receive tailored advice that prioritizes their interests. With over 140 locations for in-person or virtual meetings, it emphasizes fiduciary responsibility and has been recognized as a top financial advisory firm for several years.
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