Edelman Financial Engines, LLC

9245 Laguna Springs Drive
Suite 200

Elk Grove, CA 95758

877-208-7414

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

See Disclosures

General Information

Firm Start Year

2014

Firm CRD#

104510

Name of Custodial Firm

Charles Schwab and others.

Firm Information

Firm's Number of Clients

1.24 million

Assets Managed by Firm

$326 billion

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

RetirementPlanning.net provides referrals to financial professionals including Edelman Financial Engines. RetirementPlanning.net is not a current client of Edelman Financial Engines. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Respond.com ("RetirementPlanning.net") is a promoter for Financial Engines Advisors L.L.C., a federally registered investment adviser and wholly owned subsidiary of Edelman Financial Engines, LLC ("Edelman Financial Engines"). As a promoter, RetirementPlanning.net may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. RetirementPlanning.net is not a client, agent, representative or affiliate of Edelman Financial Engines. RetirementPlanning.net receives a referral fee from Edelman Financial Engines in exchange for each prospective client RetirementPlanning.net provides to Edelman Financial Engines. This referral fee, ranging from $250-315, is paid by Edelman Financial Engines and will not be passed on to you. The payment of the fee is not contingent on whether a prospective client becomes a client of Edelman. Due to this arrangement, RetirementPlanning.net has an incentive to match you to Edelman Financial Engines as one of the options. You are encouraged to consider this incentive and make an independent evaluation before deciding whether to engage with Edelman Financial Engines.

Promo Disclosure: Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2026, and is only applicable to households with minimum investable assets of $250,000. Offer criteria and end dates for this offer may be waived or amended at any time at Edelman Financial Engines' discretion.

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893283/retirementplanning-Edelman-Financial-Engines,-LLC-detailed-disclosure.html

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.