Financial planning for people who want more.
Create a financial future that matches your ambition with personal, comprehensive solutions designed with you in mind.
1.3m clients
93% Customer satisfaction1
$290b Assets under management
1. Client Satisfaction Survey Disclosure: The 2023 survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company, distributed to over 53,000 clients, of which over 9,000 responded (17%). Responders were asked to rate their satisfaction level with their planner. On a scale of 1-5, 93% rated their overall satisfaction level as “Highly Satisfied” (5 out of 5) and 90% rated their experience as highly likely to recommend EFE to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
1.3 million clients as of September 30, 2024.
290 billion in client assets managed as of December 31, 2024.
INDUSTRY RECOGNITION FOR WHAT WE DO
Independent Financial
Advisory Firm 7 years in a row2018-2024
Awarded each September by Barron’s, based on data within a 12-month period.
Managed Account Provider for
Workplace Retirement PlansListing published 3Q 2024 and is based on Jun. 30, 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
A team approach to wealth planning
Your financial advisor is supported by a team of experts for every aspect of your financial life.
Certain services provided on an educational and guidance basis only.
LET’S BUILD ON WHAT YOU’VE ACCOMPLISHED
Financial planning and wealth management for those who want more from their wealth.
You’ve worked hard to get where you are. But you know that there’s more to do. We can help. With our financial advisors, you’ll gain a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.
Here for you, at every stage of your career
Whether you’ve just started your career or you’re planning for retirement, we can help you take the best next step.
TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 100 FORTUNE 500 COMPANIES
This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2023. These companies have consented to disclose their relationship with Edelman Financial Engines. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners.
Let's have a meaningful conversation
Wealth is personal. It's about you and where you want to be. We can help you get there.