Edelman Financial Engines
Santa Clara, CA·SEC-registered · CRD #104510
Edelman Financial Engines is an SEC-registered investment advisory firm in Santa Clara, CA managing $326B across 1.5M client accounts, with 553 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$326B
Client accounts
1.5M
Advisory staff
553
Fee model
Fee-based
How Edelman Financial Engines is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Edelman Financial Engines
How much does Edelman Financial Engines manage?
Per its most recent SEC Form ADV filing (03/31/2026), Edelman Financial Engines reports $326B in regulatory assets under management across roughly 1.5M client accounts.
How does Edelman Financial Engines charge?
Edelman Financial Engines is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Edelman Financial Engines a fiduciary?
Yes. Edelman Financial Engines is registered with the U.S. Securities and Exchange Commission (CRD #104510), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Edelman Financial Engines taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Edelman Financial Engines and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Edelman Financial Engines's public SEC Form ADV filing (CRD #104510, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Edelman Financial Engines. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Edelman Financial Engines? Claim this profile.