Skip to main content
(833) PLAN-EFE
Login
Edelman Financial Engines Homepage
  • Working with us
      Working with us
      • Our Approach
      • Our Locations
      • Our Planners & Experts
  • Services
      Wealth Management Services
      • Financial Planning
      • Investment Management
      • Retirement Planning
      • Tax Planning
      • Insurance Guidance
      • Estate Planning
      Employer Services
      • Retirement Readiness
      • Life's Financial Moments
      • Everyday Wealth & Wellness
      • Diverse Employee Needs
  • Insights
      Learn
      • Financial Planning
      • Investment Management
      • Insurance
      • Retirement Planning
      • Market Insights
      • Tax Planning
      • Estate Planning
      • Life Events
      • Employer Services
      Listen
      • Everyday Wealth Podcast
      • Past Everyday Wealth Episodes
  • About Us
      Who We Are
      • Our Story
      • Our Leadership
      • Our Locations
      • FAQs
      • Pressroom
      • Mergers & Acquisitions
      • Contact Us
      • Diversity, Equity & Inclusion
Connect with a Planner
(833) PLAN-EFE
Login
Edelman Financial Engines

Quick links

  • Our Locations
  • Education
  • For Employers

Contact Us

  • Call: (833) PLAN-EFE
  • Contact Us

About Us

  • About Edelman Financial Engines
  • Our Leadership
  • Pressroom
  • FAQs
  • Career

Client Logins

  • Client Mobile App
  • Client Portal Login
  • Charles Schwab
  • Fidelity
Facebook Twitter Linked In
  • Legal Information
  • Privacy Policy
  • Terms of Use
  • Form CRS
  • Edelman Financial Engines ADV
  • Business Continuity
  • Wrap Fee Brochure

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. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.

According to the Cerulli Associates Top-Nine Managed Account Sponsors by DC Assets survey of Defined Contribution managed account providers, The Cerulli Edge – U.S. Retirement Edition, 3Q 2024, Issue #72, Edelman Financial Engines is the largest managed account provider by DC assets and market share as of June 30, 2024.

Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.

All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

Thank you for visiting our website

You are now leaving https://www.edelmanfinancialengines.com for a website that is unaffiliated with Edelman Financial Engines. Edelman Financial Engines has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content, security or privacy-related practices. Please refer to their privacy and security policies for further information.