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 2 of 10

• Justin J BoxleiterCRD 6466965 · Dubuque, IA
  IA RegisteredRegistration inactive
• Allison Rawls BoydCRD 5233154 · Henrico, VA
  IA RegisteredRegistration inactive
• Stephen Arthur BoyleCRD 1485373 · Sierra Madra, CA
  IA RegisteredRegistration inactive
• Natalya BradleyCRD 5676557 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Sean Patrick BradyCRD 2765006 · Camas, WA
  IA Registered
• Gary Joseph BrognaCRD 4853647 · West Conshohocken, PA
  IA RegisteredRegistration inactive
• Kevin Mark BrownCRD 6641845 · Oklahoma City, OK
  IA RegisteredRegistration inactive
• Nelson Page BrownCRD 3268518 · Baton Rouge, LA
  IA Registered
• Susan Miriam BrownCRD 1567231 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Alexander Robert BukoskiCRD 6927839 · Fairfax, VA
  IA Registered
  Disclosure event(s) on record
• Patrick Bryan BurkhartCRD 6963201 · Huntington, IN
  IA RegisteredRegistration inactive
• Debra Ann BurnsCRD 6167274 · Quincy, MA
  IA Registered
• Brian Patrick CallahanCRD 5798175 · Fairfax, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Linda Denise CampbellCRD 2768140 · Columbus, OH
  IA RegisteredRegistration inactive
• Widmark De Jesus CanoCRD 2430270 · Atlanta, GA
  IA Registered
• Barry L CantrellCRD 2959892 · Tampa, FL
  IA Registered
• Christopher Carl CaposeyCRD 5956405 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Dominic Daniel ChavezCRD 5505191 · Albuquerque, NM
  IA Registered
• Kristine Duwar ChazeCRD 2166658 · Fairfax, VA
  IA RegisteredRegistration inactive
• Rita Jerra Chehoeva-HeadCRD 4481971 · Fairfax, VA
  IA RegisteredRegistration inactive
• Johnathan Aaron CherryCRD 4350375 · Dallas, TX
  IA RegisteredRegistration inactive
• Michael Emory ChoateCRD 6535800 · Overland Park, KS
  IA Registered
• Jennifer Lynn ChomickiCRD 4537238 · Fairfax, VA
  IA RegisteredRegistration inactive
• Bryan Robert ClarkCRD 1510312 · Overland Park, KS
  IA Registered
• Douglas Michael ClarkCRD 3121591 · Troy, MI
  IA Registered
• Thomas Jason ColantunoCRD 4827146 · Towson, MD
  IA RegisteredRegistration inactive
• Kevin Joseph ColleranCRD 3195675 · Bethesda, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jimmie Marlin CollicottCRD 2599773 · Waukesha, WI
  IA Registered
• Gregory ColonnaCRD 4819344 · Staten Island, NY
  IA RegisteredRegistration inactive
• James Francis ConnellyCRD 5385217 · Oveland Park, KS
  IA RegisteredRegistration inactive
• Isabel Jacquelyn CooperCRD 1708168 · Ashburn, VA
  IA RegisteredRegistration inactive
• Douglas Paul CorpCRD 5739556 · Boardman, OH
  IA Registered
• Kurt S CostaCRD 5846456 · Providence, RI
  IA RegisteredRegistration inactive
• Andrew Nicholas CoyneCRD 2811568 · Annapolis, MD
  IA RegisteredRegistration inactive
• Jeffrey Garth CramCRD 4423897 · Overland Park, KS
  IA Registered
• Stephen Anthony CraneCRD 5275052 · Boston, MA
  IA Registered
• Sonya Maurin CrenshawCRD 3238543 · Glendale, AZ
  IA Registered
• Alvin Keith CrosbyCRD 5412764 · Duluth, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Steven Edward CrossettCRD 1977387 · Melbourne, FL
  IA Registered
• Spencer Douglas CrowCRD 5819393 · San Antonio, TX
  IA Registered
  Disclosure event(s) on record
• Douglas Bradley CusterCRD 2423737 · Lynnwood, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Steven CzechCRD 4329976 · Northbrook, IL
  IA Registered
• Anthony Joseph CzechorskiCRD 1017989 · Northbrook, IL
  IA RegisteredRegistration inactive
• Katherine Ann CreedCRD 6433211 · San Rafael, CA
  IA RegisteredRegistration inactive
• Amin N DabitCRD 4935324 · Louisville, CO
  IA Registered
• Shannon Marie DalyCRD 5771102 · Waukesha, WI
  IA RegisteredRegistration inactive
• Chris Andrew DanielsCRD 5771108 · Fairfax, VA
  IA RegisteredRegistration inactive
• Veronica Ann DarlingtonCRD 4609898 · Portage, MI
  IA Registered
• Paul Augustine DauCRD 2063442 · Jensen Beach, FL
  IA RegisteredRegistration inactive
• Surendra Vishnuprasad DaveCRD 2264155 · Bethesda, MD
  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.