Edelman Financial Engines

Registered investment advisor · Santa Clara, California · CRD #104510

Assets Under Management

$326.3B

Client Accounts

1,517,156

Employees

1,679

CRD Number

104510

Registration

SEC Registered

Custodian

Fidelity Distributors Company Llc, Charles Schwab & Co., Inc., The Vanguard Group Inc, Alight Solutions, Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Edelman Financial Engines

Edelman Financial Engines is a leading independent registered investment advisory firm in the U.S., specializing in financial planning, wealth management, and investment services. As of June 30, 2025, the firm manages $308 billion in client assets and serves 1.27 million clients. Formed in 2018 through the merger of Financial Engines and Edelman Financial Services, it combines advanced technology with human advisors to provide comprehensive financial solutions. The firm offers a wide range of s

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Edelman Financial Engines

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Edelman Financial Engines's AUM?

Edelman Financial Engines reports approximately $326.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Edelman Financial Engines headquartered?

Edelman Financial Engines is headquartered in Santa Clara, California.

What is Edelman Financial Engines's CRD number?

Edelman Financial Engines's CRD number is 104510. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.