3315 Scott Blvd
4th Floor
Santa Clara, California 95054
Tel: 408-498-6000
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104510 |
SEC# | 801-55196 |
Assets Managed by Firm | $241,970,176,743 |
No. of Clients | 1594707 |
No. of Advisors | 1514 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1594707 | $241,970,176,743 |
Individuals (other than high net worth individuals) | 427075 | $79,299,282,697 |
High net worth individuals | 24114 | $40,867,467,411 |
Pension and profit sharing plans | 299 | $475,994,135 |
Charitable organizations | 54 | $66,650,035 |
Other investment advisers | 868272 | $121,114,675,812 |
Corporations or other businesses | 156 | $146,106,653 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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