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 4 of 10

• Zachary Francis FletcherCRD 5742628 · West Conshohocken, PA
  IA Registered
• Lawrence Andrew ForbishCRD 2264066 · Roanoke, VA
  IA RegisteredRegistration inactive
• Christian Edward ForsythCRD 2793009 · Farmington, CT
  IA RegisteredRegistration inactive
• Stephen Barry FreedmanCRD 3095502 · Burlington, MA
  IA RegisteredRegistration inactive
• Amadeus John FregaCRD 5882461 · Lynnwood, WA
  IA RegisteredRegistration inactive
• Noah Christopher FrenchCRD 3084855 · Norwood, MA
  IA RegisteredRegistration inactive
• Erin Marie FultonCRD 5445653 · Omaha, NE
  IA RegisteredRegistration inactive
• James Joseph FurlongCRD 1921131 · Daytona Beach Shores, FL
  IA Registered
• Maria Irene GagneCRD 4535037 · New River, AZ
  IA Registered
• Magdalena L GalindoCRD 5080580 · Frisco, TX
  IA Registered
• Matthew Rudolph GanskoppCRD 6620897 · Englewood, CO
  IA Registered
• Scott Addison GarrigusCRD 5555433 · Greenwood, IN
  IA RegisteredRegistration inactive
• Alison Adrianna GarterCRD 6504178 · Henric, VA
  IA RegisteredRegistration inactive
• Bryant Henry GauthierCRD 6111071 · Fairfax, VA
  IA RegisteredRegistration inactive
• Michael James GavinCRD 1816450 · Mandeville, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ian Anthony GedminasCRD 6778003 · Columbus, OH
  IA Registered
• Luke E GeraldCRD 6167858 · Austin, TX
  IA RegisteredRegistration inactive
• Kristie Kaye GheysensCRD 4578636 · Novi, MI
  IA Registered
• Justine E GidaroCRD 5793040 · Scottsdale, AZ
  IA Registered
• Daniel George GimmelliCRD 5453053 · Kuna, ID
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kristine Elizabeth GiovannelliCRD 4906269 · Norwood, MA
  IA RegisteredRegistration inactive
• Sean Patrick GlazierCRD 5018657 · Westlake, OH
  IA RegisteredRegistration inactive
• Michael GnefkowCRD 2936988 · Plantation, FL
  IA Registered
• James Michael GolichowskiCRD 4777918 · Chandler, AZ
  IA Registered
• Timothy Howard GoodeCRD 4842397 · Fairfax, VA
  IA RegisteredRegistration inactive
• Gabriel John GoodhopeCRD 4292472 · Norwood, MA
  IA RegisteredRegistration inactive
• Andrew James GreeneCRD 4887458 · Alburquerque, NM
  IA RegisteredRegistration inactive
• Kenneth Delano GrierCRD 5660826 · Tysons, VA
  IA Registered
• Melanie Carina GuhitCRD 5986273 · Walnut Creek, CA
  IA Registered
• Andrew Gerald GullionCRD 6093023 · Alpharetta, GA
  IA RegisteredRegistration inactive
• Jason Michael GuloshCRD 4383117 · Ashburn, VA
  IA RegisteredRegistration inactive
• Tracy Lynn GunterCRD 1237369 · Roseville, CA
  IA Registered
• Seth Alan GusmanCRD 2977429 · Ellicott City, MD
  IA RegisteredRegistration inactive
• Louis F GebhardCRD 3184458 · Orchard Park, NY
  IA RegisteredRegistration inactive
• Garrett Steven GunbergCRD 5954338 · Denver, CO
  IA Registered
• Curtis W HagnerCRD 4036144 · Wickenburg, AZ
  IA Registered
• Aaron Joseph HaleyCRD 2985590 · Parker, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Eric George HalterCRD 4689482 · Chesterfield, MO
  IA Registered
• Kevin Michael HamelCRD 6233929 · Fairfax, VA
  IA RegisteredRegistration inactive
• Heath A HancheyCRD 5517853 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Dale Jay HansenCRD 4671346 · Birmingham, AL
  IA Registered
• Eric Einar HansenCRD 4988395 · Boston, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kathryn Alice HarderCRD 5280298 · Chesterfield, MO
  IA Registered
• Bradley Hess HartzelCRD 4972625 · Ellicott City, MD
  IA RegisteredRegistration inactive
• Christopher Jerome HasenbergCRD 2290495 · Eau Claire, WI
  IA RegisteredRegistration inactive
• Andrew Scott HedrickCRD 2148266 · San Antonio, TX
  IA Registered
• David Jon HeinemannCRD 3268953 · Silver Spring, MD
  IA RegisteredRegistration inactive
• Jonathan Michael HemmeschCRD 4408928 · Minnetonka, MN
  IA RegisteredRegistration inactive
• Daniel Scott HendersonCRD 4264288 · Virginia Beach, VA
  IA Registered
• Natalia Laura HerkenCRD 5694136 · Van Alstyne, TX
  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.