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FINANCIAL ENGINES ADVISORS L.L.C.

3315 Scott Blvd
4th Floor
Santa Clara, California 95054
Tel: 408-498-6000

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About FINANCIAL ENGINES ADVISORS L.L.C.

FINANCIAL ENGINES ADVISORS LLC, formally registered with the SEC as FINANCIAL ENGINES ADVISORS LLC. The firm was established in 01/14/1998. They have over 150 offices throughout the country.

FINANCIAL ENGINES ADVISORS L.L.C. is a Santa Clara, California based Financial Planning firm with nearly $241,970,176,743 assets under management, offering retirement planning & investment advisory services to 1594707 clients. The firm is staffed with 1514 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104510
SEC#801-55196
Assets Managed by Firm$241,970,176,743
No. of Clients1594707
No. of Advisors1514

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees
  • Other(SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1594707$241,970,176,743
Individuals (other than high net worth individuals)427075$79,299,282,697
High net worth individuals24114$40,867,467,411
Pension and profit sharing plans299$475,994,135
Charitable organizations54$66,650,035
Other investment advisers868272$121,114,675,812
Corporations or other businesses156$146,106,653

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
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DODGE & COX
555 California Street, 40th Floor
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$322,933,193,102762295

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