Edelman Financial Engines
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About
Edelman Financial Engines provides fiduciary financial planning, investment management, retirement planning, tax-aware strategies, estate planning guidance and insurance review services to individual and workplace clients. The firm offers personalized financial plans, ongoing portfolio monitoring and wealth-management solutions delivered in person at local offices and virtually. As of June 30, 2025 the firm reports about 1.27 million clients, $308 billion in client assets under management and roughly 144 locations across the U.S.
Sector
Financials
Industry Group
Financial Services
Industry
Financial Services
Subindustry
Diversified Financial Services
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