Updated January 03, 2024
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Edelman Financial Engines

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$242B
Years in business37+

About Edelman Financial Engines

Edelman Financial Engines, with a legacy spanning over 35 years, is dedicated to helping individuals at every stage of their financial journey. They offer a comprehensive suite of services and employ a team of experts, along with patented technology, to guide clients through the different milestones of life, from their first paycheck to retirement.

Founded with a mission to empower everyone with the means to improve their financial well-being, the firm is driven by Nobel Prize-winning economist Dr. William F. Sharpe's vision to make advanced investment modeling tools accessible to individual investors. Ric Edelman, a pioneer in the field, shares this commitment and believes in providing each person with a trusted financial advocate.

Edelman Financial Engines understands that financial planning is not one-size-fits-all. They employ a highly personalized approach, analyzing thousands of potential securities combinations to create customized investment strategies. This tailored approach factors in variables like time horizon, goals, risk tolerance, and investment options.

As financial needs become more intricate, Edelman Financial Engines offers specialized expertise in areas such as tax and estate planning, ensuring clients receive tailored guidance for their unique financial goals and legacy planning. With a focus on comprehensive financial services and innovation, the firm is committed to helping individuals move their financial lives forward.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Investment Management
  4. Tax Planning
  5. Estate Planning
  6. Insurance Guidance

More about Edelman Financial Engines

DesignationsMinimum asset threshold
RIA50000
Firm CRD NumberNumber of advisors
104510478

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Edelman Financial Engines.

Pricing options

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Hourly Fee
Assets Under Management

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