Press | Edelman Financial Engines

Skip to main content

Pressroom
Press Releases
News Coverage
Fact Sheet
Thought Leadership

Our latest news and insights

Everyday Wealth in America Report

Our annual report explores the intersection of life and money, with new insights into Americans’ attitudes about wealth in 2024.

14% of Americans believe they are wealthy

Thought Leadership

Investing Sense with Neil Gilfedder - Episode 8

Why You Need a Personalized Plan by Rose Niang

Everyday Wealth in America report

More Thought Leadership

EDELMAN FINANCIAL ENGINES IN THE NEWS

CNBC

The great wealth transfer has started — but millennials, Gen Z may not inherit as much as they anticipate

Featuring Planner Isabel Barrow

THE WALL STREET JOURNAL

How to Save for a House

Featuring Planner Isabel Barrow

USA Today

What do financial advisors do?

With Planner Claire Mork

US News

Help Your Kids With Finances Without Jeopardizing Your Own

With Planner Andy Smith

More News Coverage

Press Releases

March 3, 2025

Edelman Financial Engines Releases New Survey Findings on Taxes and Financial Planning

Learn about this research

September 23, 2024

Edelman Financial Engines 2024 Everyday Wealth in America Report

Explore this research

September 17, 2024

EDELMAN Financial Engines Marks Seventh Year as Top Independent RIA Firm by Barron’s

Learn about this unprecedented win streak

June 5, 2024

EDELMAN FINANCIAL ENGINES RELEASES NEW REPORT ANALYZING 20 YEARS OF 401(K) MANAGED ACCOUNT DATA, INNOVATION, AND TRENDS

Read our new report on managed accounts

May 13, 2024

EDELMAN FINANCIAL ENGINES ACQUIRES SOUNDMARK WEALTH MANAGEMENT

Read about this acquisition

May 7, 2024

Edelman Financial Engines Recognized in America’s Greatest Workplaces 2024 for Women Award by Newsweek

Learn about this recognition

February 12, 2024

EDELMAN FINANCIAL ENGINES MARKS 20 YEARS OF HELPING MILLIONS OF EMPLOYEES REACH THEIR RETIREMENT GOALS THROUGH 401(K) MANAGED ACCOUNTS

Learn about our history of supporting retirement preparedness

January 4, 2024

EDELMAN FINANCIAL ENGINES APPOINTS MEGAN HANLEY AS CHIEF MARKETING OFFICER

Read about our new CMO

December 14, 2023

EDELMAN FINANCIAL ENGINES ACQUIRES NEW ENGLAND PENSION PLAN SYSTEMS

Learn about this acquisition

December 6, 2023

NEW EDELMAN FINANCIAL ENGINES RESEARCH FINDS MORE AMERICANS IN 2023 REQUIRE ABOVE $1 MILLION TO FEEL WEALTHY

Explore this new research

November 16, 2023

EDELMAN FINANCIAL ENGINES ACQUIRES PRW WEALTH MANAGEMENT

Read about this acquisition

October 25, 2023

PERSONALIZED SOLUTIONS HELP PLAN SPONSORS ADDRESS RETIREMENT READINESS

Learn about research by Cerulli Associates

October 3, 2023

EDELMAN FINANCIAL ENGINES ACQUIRES ALIGN WEALTH MANAGEMENT

Read about this acquisition

September 19, 2023

EDELMAN FINANCIAL ENGINES MARKS SIXTH YEAR RANKED AS THE TOP INDEPENDENT RIA BY BARRON’S

Learn about this unprecedented win streak

May 31, 2023

EDELMAN FINANCIAL ENGINES NAMES JAY SHAH AS NEW CEO; LARRY RAFFONE TO BECOME CHAIRMAN OF THE BOARD

Read about our new CEO

March 22, 2023

EDELMAN FINANCIAL ENGINES APPOINTS NEIL GILFEDDER AS CHIEF INVESTMENT OFFICER

Read about our new CIO

March 16, 2023

NEW RESEARCH FROM EDELMAN FINANCIAL ENGINES SHOWS WOMEN OF COLOR ARE FORGING A MORE POSITIVE FINANCIAL PATH FORWARD

Explore this research

December 14, 2022

EDELMAN FINANCIAL ENGINES ACQUIRES ERMAN RETIREMENT ADVISORY

Read about this acquisition

December 7, 2022

NEW RESEARCH FROM EDELMAN FINANCIAL ENGINES EXPLORES THE MINDSET AROUND WEALTH IN AMERICA TODAY

Learn about this research

November 16, 2022

EXCLUSIVE EDELMAN FINANCIAL ENGINES RESEARCH PROGRAM REVEALS FINANCIAL WORKPLACE BENEFITS CAN HAVE MEASURABLE IMPACT ON EMPLOYEES’ OVERALL WELL-BEING AND PREPAREDNESS

Read about this exclusive research

November 9, 2022

EDELMAN FINANCIAL ENGINES EXPANDS ITS TAX PLANNING SUPPORT CAPABILITIES

Learn more about our expanded capabilities

October 5, 2022

EDELMAN FINANCIAL ENGINES ACQUIRES RIA HERRMANN & COOKE

Read about this acquisition

September 28, 2022

EDELMAN FINANCIAL ENGINES SURVEY FINDS THAT INCLUSIVITY IS CRITICAL TO IMPROVING EMPLOYEE PARTICIPATION IN FINANCIAL WELLNESS BENEFITS

Explore these findings

September 19, 2022

BARRON’S NAMES EDELMAN FINANCIAL ENGINES AMERICA’S TOP INDEPENDENT REGISTERED INVESTMENT ADVISOR FOR THE FIFTH CONSECUTIVE YEAR

Learn about our win streak

August 3, 2022

EDELMAN FINANCIAL ENGINES ACQUIRES RIA SMART INVESTOR

Read about this acquisition

July 19, 2022

EDELMAN FINANCIAL ENGINES LAUNCHES NEW WORKPLACE FINANCIAL WELLNESS PLATFORM

Read about this new program

July 13, 2022

EDELMAN FINANCIAL ENGINES APPOINTS TOM KIMBERLY TO EVP, CHIEF PRODUCT AND TECHNOLOGY OFFICER

Learn about our new Chief Product and Technology officer

June 16, 2022

EDELMAN FINANCIAL ENGINES LAUNCHES NEW 401(K) PLAN RETIREMENT INCOME SOLUTION

Read about this new retirement solution

June 6, 2022

EDELMAN FINANCIAL ENGINES EXPANDS WEALTH PLANNING LEADERSHIP TEAM WITH TWO STRATEGIC HIRES

Read about our strategic hires

April 26, 2022

EDELMAN FINANCIAL ENGINES APPOINTS SUZANNE VAN STAVEREN AS CHIEF FINANCIAL OFFICER

Learn about our new CFO

April 22, 2022

EVERYDAY WEALTH™ WITH SOLEDAD O’BRIEN AND JEAN CHATZKY NAMED AN HONOREE FOR BEST CO-HOSTS OF A PODCAST IN THE 26TH ANNUAL WEBBY AWARDS

Read about our recognition

April 19, 2022

EDELMAN FINANCIAL ENGINES LAUNCHES FINANCIAL WELLNESS PROGRAM FOR CORPORATE RETIREMENT PLAN PARTICIPANTS IN PARTNERSHIP WITH THE GEORGE WASHINGTON UNIVERSITY’S GLOBAL FINANCIAL LITERACY EXCELLENCE CENTER

Explore this program

December 2, 2021

EDELMAN FINANCIAL ENGINES INTRODUCES EVERYDAY WEALTH ™ WITH SOLEDAD O’BRIEN AND JEAN CHATZKY

Read about our podcast launch

October 12, 2021

EDELMAN FINANCIAL ENGINES APPOINTS PETER DESILVA TO ITS BOARD OF DIRECTORS

Learn about this board appointment

September 23, 2021

BARRON’S NAMES EDELMAN FINANCIAL ENGINES AMERICA’S TOP INDEPENDENT REGISTERED INVESTMENT ADVISOR

Read about our win streak

July 8, 2021

EDELMAN FINANCIAL ENGINES WORKING WITH PRINCIPAL® TO OFFER COMPREHENSIVE FINANCIAL HELP TO EMPLOYEES

Learn about this development

June 7, 2021

EDELMAN FINANCIAL ENGINES ANNOUNCES RIC EDELMAN’S TRANSITION TO ADVISORY ROLE

Read about Ric Edelman's transition to advisory role

May 19, 2021

EDELMAN FINANCIAL ENGINES ACQUIRES VIRIDIAN ADVISORS

Learn about this acquisition

March 15, 2021

EDELMAN FINANCIAL ENGINES ANNOUNCES INVESTMENT FROM WARBURG PINCUS LLC

February 23, 20211

MAJORITY OF WORKING AMERICANS ARE OPTIMISTIC ABOUT THEIR FINANCIAL FUTURE, EVEN WHILE LACKING SAVINGS

News Coverage

Yahoo Finance

Budgeting tips for battling high inflation

With Planner Kelli Smith

CNBC

The great wealth transfer has started — but millennials, Gen Z may not inherit as much as they anticipate

Featuring Planner Isabel Barrow

USA Today

Facing mortality, more Americans wrote wills during the pandemic. Now, they're opting out

Featuring Erin Smith

THE WALL STREET JOURNAL

How to Save for a House

Featuring Planner Isabel Barrow

USA Today

What do financial advisors do?

With Planner Claire Mork

US News

Help Your Kids With Finances Without Jeopardizing Your Own

With Planner Andy Smith

Market Watch

Should I refinance my student loans?

Featuring Planners Carlos Rodriguez, Sean Wintz and Brian Leslie

Reuters

Featuring Planners Clay Ernst, Kelli Smith and Brian Leslie

Barron's

Have up to $3 million to invest? This No. 1 ranked advisory wants to serve you.

Featuring Jason Van de Loo and Larry Raffone

Barron's

Barron‘s 2022 Top 100 RIA Firms

Awarded each September based on data within a 12-month period. Compensation paid for use and distribution of rating.

Financial Advisor

How To Talk To Clients About The Recession

With Planners Claire Mork and Isabel Barrow

Company Fact Sheet

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward.

We’re one of America’s top independent wealth planning and workplace investment advisory firms, serving 1.3 million clients. Our unique combination of high-tech and high-touch services helps our clients make better financial decisions during life’s biggest moments.

For more than 35 years, we have served as a fiduciary. Our firm and our financial planners are committed to always acting in the best interests of our clients.

See why we are an industry leader in our Corporate Fact Sheet.

143+

Offices Nationwide

Firm stats as of September 30, 2024

$300+

Billion in Client Assets Managed

Firm stats as of September 30, 2024

Thought LeadershiP

INVESTING SENSE WITH NEIL GILFEDDER

Bulle und Bär und Börsenkurse

By Our Planners

Isabel Barrow

Social Media Can Harm Your Financial Health Too - TheStreet.com

Michelle Muhammed

Rose Niang

No Two Journeys Are Alike: Why You Need a Personalized Plan - The Street.com

Media Contact:
PRTeam@EdelmanFinancialEngines.com