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 10 of 10

• Christopher George WernerCRD 5214605 · Cherry Hill, NJ
  IA RegisteredRegistration inactive
• Christine Rae WessingerCRD 4170486 · Boca Raton, FL
  IA RegisteredRegistration inactive
• James Warren WestCRD 4255041 · Fort Worth, TX
  IA RegisteredRegistration inactive
• Zachery Michael WestCRD 6726887 · Waukesha, WI
  IA RegisteredRegistration inactive
• Robert Alan WheedletonCRD 2850010 · Ellicott City, MD
  IA RegisteredRegistration inactive
• Lindsay Graham WhettonCRD 2168398 · Denver , CO
  IA RegisteredRegistration inactive
• Jeffrey David WhitmerCRD 2927446 · Fort Wayne, IN
  IA Registered
  Disclosure event(s) on record
• Joseph William WhitmerCRD 4028589 · Grand Rapids, MI
  IA Registered
• Dylan Mckinnon WilkinsonCRD 6910561 · Overland Park, KS
  IA Registered
• Rodney James WillyerdCRD 4094967 · Manassas, VA
  IA RegisteredRegistration inactive
• Derrick Malcolm WilsonCRD 5765216 · Williamstown, NJ
  IA RegisteredRegistration inactive
• Jesse Alan WilsonCRD 2932213 · Chandler, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Philip Alan WilsonCRD 2144263 · Englewood, Co, CO
  IA RegisteredRegistration inactive
• Darrin Richard WolffCRD 2401672 · Overland Park, KS
  IA Registered
  Disclosure event(s) on record
• Thomas Scott WolfordCRD 2218064 · Wichita, KS
  IA Registered
• Matthew Charles WollickCRD 2716241 · West Conshohocken, PA
  IA RegisteredRegistration inactive
• Thomas W WoodCRD 1584081 · Fairfax, VA
  IA RegisteredRegistration inactive
• Matthew Dominic WorynCRD 4649737 · Northville, MI
  IA Registered
  Disclosure event(s) on record
• Troy William WymanCRD 3092722 · Troy, MI
  IA RegisteredRegistration inactive
• Kile Conley WeaverCRD 6551104 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Humberto Yee-FloresCRD 5237691 · Avondale, AZ
  IA RegisteredRegistration inactive
• Kevin James YorkeyCRD 4047129 · Burlington, MA
  IA RegisteredRegistration inactive
• Yassine ZahlaneCRD 6099367 · Woodland Hills, CA
  IA RegisteredRegistration inactive
• Ashley Sheena ZephirCRD 4774673 · Towson, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher Edward ZiolaCRD 5575697 · Overland Park, KS
  IA Registered
• Cimalie Ann ZoyCRD 4097118 · Houston, TX
  IA Registered

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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.