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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.

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