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Edelman Financial Engines

EST. AUM
$326,285,243,393

CONTACTS
384

CLIENT ACCOUNTS
1,517,156

Firm Details

Metro area San Francisco
CRD Number 104510
Website edelmanfinancialengines.com
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Overview

Since its establishment in 1986, Edelman Financial Engines has been dedicated to prioritizing the best interests of its clients. The firm advocates for the belief that all investors, regardless of wealth, deserve access to personalized and comprehensive financial planning and investment advice. In 2018, Edelman Financial Services and Financial Engines, two of the nation’s leading financial planning and investment management firms, merged to form Edelman Financial Engines, significantly transforming the landscape of financial planning, saving, and investing. Today, the firm stands as America’s premier independent financial planning and investment advisor, with 178 planner offices nationwide and a client base of 1.2 million individuals entrusting it with over $290 billion in assets.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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