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Disclosure Link:
Supplemental Disclosure for more information." target="_blank">WiserAdvisor provides referr...
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About Edelman Financial Engines, LLC |
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest 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 financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
1The Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
2Data as of Dec. 31, 2023. |
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General Information |
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| Name of Custodial Firm: |
Charles Schwab, TD Ameritrade and others.
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Firm Information |
| Assets Managed by Firm: |
$205,600,000,000
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| Firm's Number of Clients: |
1,150,000
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