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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

3201 Enterprise Pkwy Ste 450 Beachwood OH 44122

31275 Northwestern Hwy Ste 145 Farmington MI 48334

3051 Akers Mill Rd SE Ste 110 Atlanta GA 30339

3100 W Ray Rd Ste 334 Chandler AZ 85226

3100 Sanders Rd Ste 125 Northbrook IL 60062

3020 Old Ranch Pkwy Ste 100 Seal Beach CA 90740

2901 Douglas Blvd Ste 250 Roseville CA 95661

2950 S State St Ste 250 Ann Arbor MI 48104

2825 E Cottonwood Pkwy Ste 460 Salt Lake City UT 84121

2805 Annakay Xing Midlothian VA 23113

28 State St Boston MA 2109

28 State St Fl 21 Boston MA 2109

2795 E Cottonwood Pkwy Ste 670 Salt Lake City UT 84121

277 Bendix Rd Ste 150 Virginia Beach VA 23452

28 Corporate Dr Ste 101 Clifton Park NY 12065

2505 S 320th St Ste 220 Federal Way WA 98003

2501 W Beltline Hwy Ste 103 Madison WI 53713

2500 W William Cannon Dr Ste 804 Austin TX 78745

25 Mall Rd Ste 405 Burlington MA 1803

24817 N 37th Ln Glendale AZ 85310

201 W Big Beaver Rd Ste 950 Troy MI 48084

2175 N California Blvd Ste 800 Walnut Creek CA 94596

2401 Pennsylvania Ave Ste 15B30 Philadelphia PA 19130

225 S Lake Ave Ste 1185 Pasadena CA 91101

2400 E Katella Ave Ste 410 Anaheim CA 92806

22232 17th Ave SE Ste 210 Bothell WA 98021

21550 Oxnard St Ste 810 Woodland Hills CA 91367

2130 Professional Dr Ste 190 Roseville CA 95661

203 SE Park Plaza Dr Ste 115 Vancouver WA 98684

210 SW Market St Ste 103 Lee'S Summit MO 64063

20700 44th Ave W Ste 120 Lynnwood WA 98036

200 Westgate Pkwy Ste 202 Henrico VA 23233

20700 44th Ave W Ste 240 Lynnwood WA 98036

207 E Shore Dr Ste 230 Spring TX 77380

200 S Northshore Dr Knoxville TN 37919

19775 Belmont Executive Plz Ste 530 Ashburn VA 20147

1960 Satellite Blvd Ste 3500 Duluth GA 30097

1960 Satellite Blvd Ste 9500 Duluth GA 30097

1960 E Grand Ave Ste 710 El Segundo CA 90245

19026 Ridgewood Pkwy Ste 316 San Antonio TX 78259

1900 Summit Tower Blvd Ste 230 Orlando FL 32810

18927 Hickory Creek Dr Ste 310 Mokena IL 60448

18881 W Dodge Rd Ste 240W Elkhorn NE 68022

1885 Saint James Pl Ste 1340 Houston TX 77056

1800 Diagonal Rd Ste 480 Alexandria VA 22314

179 W Harrison St Chandler AZ 8522

1750 Tysons Blvd Ste 1140 Mc Lean VA 22102

17427 Equestrian Trl Odessa FL 33556

1700 S Pavilion Center Dr Ste 350 Las Vegas NV 89135

1715 Oakmont Ln Orlando FL 32804

16052 Swingley Ridge Rd Ste 350 Chesterfield MO 63017

1331 Gemini St Ste 200-A Houston TX 77058

1605 Carmody Ct Ste 100 Sewickley PA 15143

159 Crocker Park Blvd Ste 260 Westlake OH 44145

1601 NW Expy Ste 1525 Oklahoma City OK 73118

1600 Hwy 6 Ste 450 Sugar Land TX 77478

1515 W 22nd St Ste 850W Oak Brook IL 60523

16 Executive Dr Ste 250 Fairview Heights IL 62208

16 Chestnut St Ste 220 Foxboro MA 2035

1499 Windhorst Way Ste 210 Greenwood IN 46143

1485 S County Trl Ste 101 East Greenwich RI 2818

142 Joppa Rd Merrimack NH 3054

12755 W Verde Ln Avondale AZ 85392

13921 Quail Pointe Dr Oklahoma City OK 73134

13860 Ballantyne Corporate Pl Ste 160 Charlotte NC 28277

13727 Noel Rd Ste 1075 Dallas TX 75240

1301 Gervais St Ste 405 Columbia SC 29201

1246 Cornerstone Blvd Downingtown PA 19335

12510 Prosperity Dr Ste 350 Silver Spring MD 20904

12405 Beverly St Leawood KS 66209

1200 S Pine Island Rd Ste 400 Fort Lauderdale FL 33324

12 Cadillac Dr Ste 450 Brentwood TN 37027

1120 W 122nd Ave Ste 300 Denver CO 80234

11400 98th Ave NE Ste 301 Kirkland WA 98033

1130 Rxr Plz Ste 1130 Uniondale NY 11556

1111 W 6th St Bldg B Austin TX 78703

1111 W 6th St Ste 310 Austin TX 78703

10950 Grandview Dr Ste 600 Overland Park KS 66210

10950 Grandview Dr Ste 500 Overland Park KS 66210

10900 NE 8th St Ste 1414 Bellevue WA 98004

1050 Enterprise Way Fl 3 Sunnyvale CA 94089

10900 Wayzata Blvd Ste 240 Hopkins MN 55305

10500 SW Greenburg Rd Ste 200 Portland OR 97223

10133 N Lane Dr Kansas City MO 64157

10 Bank St Ste 1215 White Plains NY 10606

100 E Business Way Ste 360 Cincinnati OH 45241

10072 Graceful Landing Dr Indianapolis IN 46234

10100 Innovation Dr Ste 160 Miamisburg OH 45342

1 Tower Ln Ste 1950 Villa Park IL 60181

1 Tower Ln Ste 1910 Villa Park IL 60181

1 Pine Hill Dr Ste 502 Quincy MA 2169

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Tax 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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video Overview

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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]

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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

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video Overview

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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.

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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

Tax 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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