Edelman Financial Engines

Edelman Financial Engines is one of the largest independent financial planning and wealth management firms in the United States, with over 1.24 million clients and approximately $326 billion in client assets under management. The company was formed in 2018 through the merger of Financial Engines (founded in 1996 by Nobel Prize-winning economist Dr. William F. Sharpe) and Edelman Financial Services (founded in 1986 by Ric and Jean Edelman). With 145+ offices nationwide, the firm provides a comprehensive suite of services including financial planning, investment management, retirement planning, tax planning, insurance guidance, and estate planning — serving both individual clients and employer-sponsored retirement programs covering more than 10 million workplace participants. As a fiduciary, Edelman Financial Engines is committed to acting in the best interest of clients at all times.