Edelman Financial Engines

Firm record

As recorded in SEC IAPD

Firm CRD

104510

SEC number

801-55196

Firm type

RIA

Assets under management

$326.3B as of Mar 31, 2026

Website

www.indeed.com/cmp/Edelman-Financial-Engines ↗

Phone

833-752-6333

Address

3945 Freedom Circle, Santa Clara, CA, 95054

Advisors at this firm

476 in our index · page 1 of 10

• Daniel Patrick AbramsCRD 5400593 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Robert M AcevesCRD 5648811 · Federal Way, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jaime Eldon AcklesCRD 2958582 · Boston, MA
  IA Registered
• Travis Henry AdamsCRD 6108988 · Spokane, WA
  IA RegisteredRegistration inactive
• Rachelle Green AdvaniCRD 5072628 · North Chesterfield, VA
  IA RegisteredRegistration inactive
• Leontios Evangelos AkavalosCRD 5155722 · Farmington, NY
  IA RegisteredRegistration inactive
• Michael Joseph AlbaCRD 4785395 · Lancaster, NY
  IA RegisteredRegistration inactive
• Bruce Allen AldenCRD 1728886 · Atlanta, GA
  IA Registered
• Jacob Douglas AlticCRD 6645325 · Columbus, OH
  IA RegisteredRegistration inactive
• Jason Alvarez De SotomayorCRD 5304405 · Burlington, MA
  IA RegisteredRegistration inactive
• Brian Douglas AmperCRD 4401674 · Burlington, MA
  IA RegisteredRegistration inactive
• Diana Leticia AndersenCRD 5696503 · Santa Clara, CA
  IA RegisteredRegistration inactive
• Joshua J AndreasenCRD 5489852 · Burlington, MA
  IA RegisteredRegistration inactive
• Robert James AndreolaCRD 1924032 · Norwood, MA
  IA RegisteredRegistration inactive
• David Robert AnkromCRD 2503124 · Phoenix, AZ
  IA Registered
• Anthony Joseph ArriaranCRD 6831587 · Pasadena, CA
  IA RegisteredRegistration inactive
• Chris Gregory AtheyCRD 5973714 · Kansas City, MO
  IA Registered
• Caroline O'neill AngellCRD 6817949 · Uniondale, NY
  IA RegisteredRegistration inactive
• Matthew D ArmendarisCRD 6944886 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Anthony Nelson BadilloCRD 5086731 · Fairfax, VA
  IA RegisteredRegistration inactive
• Brad James BaileyCRD 3234308 · Boca Raton, FL
  IA RegisteredRegistration inactive
• David L BaileyCRD 4175828 · Dayton, OH
  IA RegisteredRegistration inactive
• Emilee BakerCRD 7899336 · Houston, TX
  IA Registered
• James Stephen BakerCRD 3272916 · Austin, TX
  IA RegisteredRegistration inactive
• Jeanne Gonyer BaldwinCRD 2750578 · Novi, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Christopher BalestriereCRD 4790356 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Andrew Samuel BandCRD 4486908 · Alpharetta, GA
  IA RegisteredRegistration inactive
• Glynis Hope BanhanCRD 5447139 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Roger Michael BaranovicCRD 2461261 · Beachwood, OH
  IA RegisteredRegistration inactive
• Robert William BarbutoCRD 4576201 · Paramus, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nathan Paul BardinCRD 6436455 · Phoenix,, AZ
  IA Registered
• Frank Thomas BarkanicCRD 6339074 · Tysons, VA
  IA RegisteredRegistration inactive
• Everett Kenneth BarnesCRD 4156144 · Indianapolis, IN
  IA Registered
• Douglas R BaschCRD 2330887 · Oakbrook Terrace, IL
  IA Registered
• Rohi B BatraCRD 2707408 · Cherry Hill, NJ
  IA RegisteredRegistration inactive
• Justin Blake BeaversCRD 5946652 · Louisville, KY
  IA RegisteredRegistration inactive
• Carol Ysabel BeckettCRD 5336356 · East Meadow, NY
  IA RegisteredRegistration inactive
• Brandon Alexander BellCRD 5651899 · San Diego, CA
  IA RegisteredRegistration inactive
• Emil Gil Ben-DavidCRD 5723861 · Uniondale, NY
  IA RegisteredRegistration inactive
• Lisa Marie BenchaabaneCRD 4663298 · Rochester, NY
  IA Registered
• Lori Schlager BensingCRD 1578638 · Dallas, TX
  IA RegisteredRegistration inactive
• Steven J. BermackCRD 4506813 · Paramus, NJ
  IA RegisteredRegistration inactive
• Harry Keller BermanCRD 2190861 · Harrisburg, PA
  IA Registered
• Donald Gerard BertrandCRD 2290470 · Bellevue, WA
  IA Registered
• Michael David BiancosinoCRD 7394335 · Federal, WA
  IA RegisteredRegistration inactive
• Lance Joseph BlountCRD 4625718 · Costa Mesa, CA
  IA RegisteredRegistration inactive
• Matthew Erwin BoelterCRD 6108646 · Lynnwood, WA
  IA RegisteredRegistration inactive
• Thad BorowiakCRD 5942209 · Amherst, NY
  IA RegisteredRegistration inactive
• Bert L BoutteCRD 4984482 · Sugar Land, TX
  IA Registered
• Benjamin Thomas BowenCRD 5847634 · San Diego, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.