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Is your wealth plan missing something? Talk to one of our wealth planners for a complimentary Wealth Planning Review.

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Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2023, and is only applicable to households with minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion.

Don't settle for piecemeal investment advice

Our integrated wealth planning process is designed to strategically coordinate aspects of your financial life, including tax planning, estate planning, insurance, mortgages and more – now and into the future.

We are an integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities.

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  • 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.

Our Services

Our Team of Wealth Planners Provides Clear Advice With Your Goals In Mind

We do what’s right for you — always. We are your financial advocate, and we always put your best interests first.

  • 1.3

    MILLION CLIENTS

    Firm stats as of March 31, 2024

  • $284

    BILLION IN CLIENT ASSETS MANAGED

    Firm stats as of March 31, 2024

  • 360

    FINANCIAL PLANNERS

    Data as of December 31, 2023