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 3 of 10

• Christopher Robert DavidsonCRD 5122928 · Novi, MI
  IA RegisteredRegistration inactive
• Trent Lowell DavidsonCRD 6402805 · Phoenix, AZ
  IA RegisteredRegistration inactive
• John Milton DavisCRD 2611574 · Fairfax, VA
  IA RegisteredRegistration inactive
• Mary Stone DavisCRD 1047957 · Fairfax, VA
  IA RegisteredRegistration inactive
• Patrick Ward DayCRD 1221877 · Fairfax, VA
  IA RegisteredRegistration inactive
• Whitney C DayCRD 7011934 · Springfield, MO
  IA RegisteredRegistration inactive
• Marc Angelo De FioriCRD 2252248 · Black Diamond, WA
  IA RegisteredRegistration inactive
• Ashley Patricia DeckerCRD 6237340 · Overland Park, KS
  IA RegisteredRegistration inactive
• Sergio Anthony DecurtisCRD 2216864 · Hampstead, NH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Gian Mariano DeguzmanCRD 5298082 · Tysons, VA
  IA RegisteredRegistration inactive
• Randy Michael DeitkeCRD 2168199 · Tampa, FL
  IA Registered
• Justyn Joseph DelgadilloCRD 6209895 · Phoenix, AZ
  IA Registered
• Carin DesimoneCRD 3173429 · Fort Meyers, FL
  IA RegisteredRegistration inactive
• Gregory Paul DexheimerCRD 2507426 · Harrisburg, PA
  IA RegisteredRegistration inactive
• Renata DeyeCRD 4917246 · Fairfax, VA
  IA RegisteredRegistration inactive
• Christopher Blake DiazCRD 7400666 · Villa Park, IL
  IA RegisteredRegistration inactive
• Andrew Thomas DiciaccioCRD 5419715 · Boston, MA
  IA Registered
• Jeffrey James DietzCRD 5935050 · Lutz, FL
  IA RegisteredRegistration inactive
• Mark Brian DigiovanniCRD 2252503 · Spring, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Edward Joe DinanCRD 5397794 · Santa Clara, CA
  IA Registered
• Mallory Melyn DinisCRD 5823103 · Walnut Creek, CA
  IA Registered
• Corinne Elizabeth DoreyCRD 4905497 · Raleigh, NC
  IA RegisteredRegistration inactive
• Brad Howard DraperCRD 5217433 · Las Vegas, NV
  IA Registered
• Cody Dalton DravesCRD 6829384 · Austin, TX
  IA Registered
• Nathan Thayne DriggsCRD 6601081 · Bellevue, WA
  IA Registered
• Jared Christopher DuranCRD 6158005 · Bellevue, WA
  IA Registered
• Patrick James DurbinCRD 6531856 · Ellicott City, MD
  IA RegisteredRegistration inactive
• Marcus Delwin DusenburyCRD 3081199 · Lynnwood, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew James DuskeyCRD 5635705 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Paul Andrew DysonCRD 3198752 · Roanoke, TX
  IA RegisteredRegistration inactive
• Donald Anthony EdmundsCRD 2522993 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Darlene Anne EiselCRD 4536184 · Oklahoma City, OK
  IA RegisteredRegistration inactive
• Lisa O'lear EitzelCRD 5392154 · Fairfax, VA
  IA RegisteredRegistration inactive
• Jeffrey ElliottCRD 6752002 · Little Elm, TX
  IA RegisteredRegistration inactive
• James Jarvis EllisCRD 3068261 · St Charles, MO
  IA Registered
• Douglas Alan ErbertCRD 2243449 · Las Vegas, NV
  IA Registered
• Howard Dale ErmanCRD 1055245 · Seal Beach, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Clayton Holt ErnstCRD 2535760 · Colorado Springs, CO
  IA RegisteredRegistration inactive
• Chad Nathaniel ErnzenCRD 4564386 · Westminster, CO
  IA Registered
• Anthony Sanchez EstradaCRD 6408090 · Fairfax, VA
  IA RegisteredRegistration inactive
• Richard EusebeCRD 6775759 · Wesley Chapel, FL
  IA RegisteredRegistration inactive
• Kyle Joseph EvansCRD 5836909 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Alan G FaceyCRD 4534558 · Fairfax, VA
  IA RegisteredRegistration inactive
• Anthony Massimo FalcoCRD 3268565 · Lithia, FL
  IA RegisteredRegistration inactive
• Corey Michael FastCRD 4866465 · Anaheim, CA
  IA RegisteredRegistration inactive
• Kurt Leon FauerbachCRD 5710437 · Boston, MA
  IA Registered
• Mamy Rose FayeCRD 5742862 · Duluth, GA
  IA Registered
• Robert Thomas FennoCRD 4947700 · Spring, TX
  IA Registered
• Frederick Gerard FerraraCRD 2114799 · Roseville, CA
  IA Registered
• Peter V FlemingCRD 6491578 · Minnetonka, MN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

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.