Edelman Financial Engines, LLC

3100 West Ray Road
Suite 334

Chandler, AZ 85226

877-208-7414

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

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General Information

Firm Start Year

2000

Firm CRD#

104510

Name of Custodial Firm

Charles Schwab and others.

Firm Information

Firm's Number of Clients

1,561,555

Assets Managed by Firm

$270,770,414,647

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1885964/financialadvisor-Edelman-Financial-Engines,-LLC-detailed-disclosure.html

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