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Edelman Financial Engines

Boston, Massachusetts

Website:

https://www.edelmanfinancialengines.com/

104510

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Boston, Massachusetts

Website:

https://www.edelmanfinancialengines.com/

Leadership Interview

Company Details

Approximate AUM

$68,300,000,000

Fee model

Fee Only Strict

Number of employees

1600

Custodians

Schwab

Fidelity

Description

Edelman Financial Engines "Edelman" "EFE" was founded with a core mission: to give everyone the opportunity to advance their financial lives. The founders set the tone for this mission. Nobel Prize-winning economist Dr. William F. Sharpe provided individual investors with access to sophisticated investment modeling tools that were previously available only to institutional investors. Ric Edelman established his advisory firm with the belief that everyone should have a trusted financial advocate. Today, EFE’s advisors continue to carry this mission forward with the same dedication and commitment, guiding each client with the financial advice they need to thrive.

Locations

Private Residence Arden NC

Private Residence Saint Pete Beach FL

Private Residence Wilkes-Barre PA

Private Residence Canon City CO

Private Residence Oakville CT

Private Residence Naperville IL

Private Residence Aldie VA

Private Residence Richland WA

Private Residence Edgewood WA

Private Residence Denver CO

N16W23217 Stone Ridge Dr Waukesha WI 53188

Private Residence Spokane Valley WA

Private Residence Henrico VA

2445 Augustine Dr Ste 150 Santa Clara CA 95054

Private Residence Lehi UT

Private Residence Mooresville NC

Private Residence Brookfield WI

Private Residence Knoxville TN

Private Residence Urbandale IA

Private Residence Eatontown NJ

Private Residence Delafield WI

Private Residence Andover MA

Private Residence Burbank CA

Private Residence Rochester NY

Private Residence Bellaire TX

Private Residence Aurora CO

9960 Corporate Campus Dr Ste 1200 Louisville KY 40223

Private Residence Atlanta GA

Private Residence Las Vegas NV

Private Residence Longwood FL

Private Residence Pittsburgh PA

Private Residence Parker CO

Private Residence Norfolk VA

945 Windham Ct Ste 2 Youngstown OH 44512

9921 Dupont Circle Dr W Ste 225 Fort Wayne IN 46825

9635 Maroon Cir Englewood CO 80112

9635 Maroon Cir Ste 405 Englewood CO 80112

650 From Rd Ste 460 Paramus NJ 7652

9423 N Fort Washington Rd Ste 104 Fresno CA 93730

900 Bestgate Rd Ste 407 Annapolis MD 21401

9203 Mo-152 Kansas City MO 64158

901 Dulaney Valley Rd Ste 901 Towson MD 21204

8800 Lyra Dr Ste 220 Columbus OH 43240

8621 E 21st St N Ste 225 Wichita KS 67206

8610 Explorer Dr Ste 120 Colorado Springs CO 80920

8555 River Rd Ste 350 Indianapolis IN 46240

8201 Village Plaza Ct Ste 2A Baton Rouge LA 70810

7900 Glades Rd Ste 310 Boca Raton FL 33434

80 E Rio Salado Pkwy Ste 801 Tempe AZ 85281

790 N Main St Providence RI 2904

74 Batterson Park Rd Fl 2 Farmington CT 6032

712 Main St Ste 202 Woodland CA 95695

6565 Americas Pkwy NE Ste 850 Albuquerque NM 87110

6031 University Blvd Ste 150 Ellicott City MD 21043

6550 Rock Spring Dr Ste 510 Bethesda MD 20817

6500 Sheridan Dr Ste 110 Buffalo NY 14221

615 Shadowridge Dr Ballwin MO 63011

601 N Main St East Longmeadow MA 1028

600 Anton Blvd Ste 1750 Costa Mesa CA 92626

600 W Germantown Pike Ste 100 Plymouth Meeting PA 19462

57 Wells Ave Ste 31 Newton Center MA 2459

500 108th Ave NE Ste 1840 Bellevue WA 98004

5510 Cascade Rd SE Ste 280 Grand Rapids MI 49546

510 W Redman Ave Haddonfield NJ 8033

51 John F Kennedy Pkwy Ste 270 Short Hills NJ 7078

539 Bielenberg Dr Ste 220 Saint Paul MN 55125

5015 Campuswood Dr Ste 201 East Syracuse NY 13057

4865 N Wickham Rd Ste 108 Melbourne FL 32940

4221 W Boy Scout Blvd Ste 190 Tampa FL 33607

475 W Dussel Dr Maumee OH 43537

4742 N 24th St Phoenix AZ 85016

4742 N 24th St Ste 270 Phoenix AZ 85016

4742 N 24th St Ste 100 Phoenix AZ 85016

4742 N 24th St Ste 120 Phoenix AZ 85016

4742 N 24th St Ste 400 Phoenix AZ 85016

4700 Falls of Neuse Rd Ste 275 Raleigh NC 27609

4383 Old Harrodsburg Rd Ste 125 Lexington KY 40513

457 Haddonfield Rd Ste 310 Cherry Hill NJ 8002

4050 Crums Mill Rd Ste 204 Harrisburg PA 17112

4000 Legato Rd Fl 8 Fairfax VA 22033

406 Forest Ave Fl 1 Staten Island NY 10301

4201 Westown Pkwy Ste 114 West Des Moines IA 50266

406 Forest Ave Staten Island NY 10301

4000 Legato Rd Fl 9 Fairfax VA 22033

4 Sanctuary Blvd Ste 200 Mandeville LA 70471

39555 Orchard Hill Pl Ste 365 Novi MI 48375

39775 Traditions Dr Ste D-800 Northville MI 48168

3945 Freedom Cir Ste 950 Santa Clara CA 95054

39425 Garfield Rd Ste 25 Clinton Township MI 48038

382 N Main St Ste 201 East Longmeadow MA 1028

370 Diablo Rd Ste 201 Danville CA 94526

3595 Grandview Pkwy Ste 475 Birmingham AL 35243

3570 Carmel Mountain Rd Ste 450 San Diego CA 92130

355 Alhambra Cir Ste 1500 Miami FL 33134

350 Linden Oaks Dr Ste 110 Rochester NY 14625

3460 Preston Ridge Rd Ste 500 Alpharetta GA 30005

346 Skywood Dr Houston TX 77090

340 Madison Ave Fl 22 New York NY 10173

3315 Scott Blvd Fl 4 Santa Clara CA 95054

328 Newman Springs Rd Ste 1 Red Bank NJ 7701

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Recent News

Edelman Financial Engines: 'Magic' Assets Don’t Exist

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Edelman Financial Engines Marks Seventh Year as Top Independent RIA Firm by Barron’s

For the seventh consecutive year, Edelman Financial Engines (EFE) has been ranked the nation’s top independent Registered Investment Advisor (RIA) firm by Barron’s.1 This year, the list has also been adjusted to designate a group of the largest “mega” firms, where EFE claims the #1 position overall.

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Match confidence

N/a

video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

Match confidence

N/a

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

Match confidence

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video Overview

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00:53

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Data Room

Investment Management

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Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

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Show your interest

Ready to show your interest to the buyer?

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Edelman Financial Engines

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Edelman Financial Engines's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Edelman Financial Engines

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Edelman Financial Engines's Ideal Partner

Company Videos

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