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INDUSTRY RECOGNITION FOR WHAT WE DO

  • Number one financial advisory firm


    Independent Financial
    Advisory Firm 7 years in a row

    2018-2024

     

    Awarded each September by Barron’s, based on data within a 12-month period. ​ ​

  • Number one financial advisory firm


    Managed Account Provider for
    Workplace Retirement Plans

     

    Listing published 3Q 2024 and is based on
Jun. 30, 2024 Defined Contribution managed account 
providers data gathered by Cerulli Associates.

A team approach to wealth planning

Your financial advisor is supported by a team of experts for every aspect of your financial life.

LET’S BUILD ON WHAT YOU’VE ACCOMPLISHED

Financial planning and wealth management for those who want more from their wealth.

You’ve worked hard to get where you are. But you know that there’s more to do. We can help. With our financial advisors, you’ll gain a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.

Here for you, at every stage of your career

Whether you’ve just started your career or you’re planning for retirement, we can help you take the best next step.

  • 145

    OFFICES NATIONWIDE

    Firm stats as of December 31, 2023

  • 1.3

    MILLION CLIENTS

    Firm stats as of March 31, 2024

  • 100

    FORTUNE 500 PLAN SPONSORS

    Firm stats as of March 31, 2024

TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 100 FORTUNE 500 COMPANIES

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This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2023. These companies have consented to disclose their relationship with Edelman Financial Engines. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners.

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