SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Edelman Financial Engines
Santa Clara, CA
Financial Engines Advisors L.L.C., CRD 104510
Firm filing updated July 24, 2026 ·
- $326.3BAssets
- 1,244,406Clients
- 553Advisory staff
- 1,517,156Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- OtherYes
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Other investment advisors766,796
- Individuals431,514
- High net worth individuals45,656
- Pension and profit sharing plans227
- Corporations or other businesses169
- and 1 more44
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 431,514 | $92.6 billion |
| High net worth individuals | 45,656 | $86.5 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 227 | $936.2 million |
| Charitable organizations | 44 | $113.6 million |
| Other investment advisors | 766,796 | $145.8 billion |
| Corporations or other businesses not listed above | 169 | $299.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 7 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$326.3 billion
- Accounts1,517,156
- DiscretionaryAll accounts
People
- Employees1,679
- Advisory staff553
- Broker-dealer reps0
- Licensed insurance agents405
- Planning clients101,000
Advisors
469 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Financial Engines Advisors L.L.C. SEC-registered investment advisor. CRD 104510, SEC file 801-55196.
- Registered with the SEC as an investment advisor (status date on record: January 14, 1998).
Is Edelman Financial Engines a fiduciary?
Short answer: Edelman Financial Engines is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
405 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
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About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.