Reach more clients, change more lives


See what a collaboration with Edelman Financial Engines can do for your business.

 

Our company was founded over 35 years ago based on one core belief: everyone deserves the opportunity to move their financial life forward. Since then, we’ve joined forces with a select group of registered investment advisory firms that share our vision.

Edelman Financial Engines has been ranked the #1 independent financial advisory firm seven years in a row by Barron's, awarded each September (2018-2024), based on data within a 12-month period. A collaboration with Edelman Financial Engines will not only benefit your employees, it will allow you to offer a broader range of services to your clients, both current and future.

WHAT WE CAN OFFER YOU
 

 

 

  • Accelerated Growth
          

     

     

    100k

    PREQUALIFIED LEADS IN 2023


    Firm stats as of December 31, 2023

     

     

    • We make a substantial investment annually to generate these leads for all of our advisors.
    • Once integrated, our robust lead flow, scale, and internal support systems can help advisors accelerate their growth.

  • Scale and Solutions
          

     

     

    145

    OFFICES NATIONWIDE

    Firm stats as of December 31, 2023

     
    • Firms are fully integrated into our back office/technology, allowing them to serve existing and potential clients.
    • Our world-class IM team designs custom portfolios to meet our clients’ needs.

  • World-Class Support
          

     

     

    400

    SUPPORT TEAM DEDICATED TO IMPROVING THE ADVISOR/CLIENT EXPERIENCE


    Firm stats as of December 31, 2023

     

    • Our robust back office allows planners to focus on what they do best, help clients.
    • Our advanced planning teams offer guidance on investments, taxes, insurance, retirement and estate planning.
Joining Edelman Financial Engines provides us with a depth of additional resources and the ability to maintain the feeling of a multifamily office.

Rick Renwick, Co-founder, PRW Wealth Management

Source: https://www.edelmanfinancialengines.com/press/edelman-financial-engines-acquires-prw-wealth-management/

 

 

A proven track record

 

 

2016
The Mutual Fund Store is acquired by Financial Engines, a publicly traded company.

2018-2020
Hellman & Friedman acquires Financial Engines.

Edelman Financial Services and Financial Engines merge, resulting in a unified infrastructure, optimized to support clients, planners and future growth.

Viridian Advisors
Seattle, WA
Approximately $850 million in AUM
Read more

Smart Investor
Sacramento, CA
Approximately $680 million in AUM
Read more

Herrmann & Cooke
San Francisco, CA
Approximately $490 million in AUM
Read more

Erman Retirement Advisory
Los Angeles, CA

Approximately $210 million in AUM
Read more

Align Wealth Management
Oklahoma City, OK
Approximately $425 million in AUM
Read more

PRW Wealth Management
Boston, MA
Approximately $500 million in AUM
Read more

New England Pension Plan Systems
Providence, RI
Approximately $1.5 billion in AUM
Read more

We are honored and excited to be joining Edelman Financial Engines, the top RIA in the country. Our shared approach to client service, education, financial planning and investment management makes this a great fit.

Sergio DeCurtis, CEO, NEPPS

Source: https://www.edelmanfinancialengines.com/press/edelman-financial-engines-acquires-new-england-pension-plan-system/

 

 

Talk to us

Learn more about partnering with Edelman Financial Engines.

 

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