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 5 of 10

• Elliot Bruce HermanCRD 2368790 · Quincy, MA
  IA RegisteredRegistration inactive
• Matthew Thomas HickesCRD 5128332 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Lakeisha Nicole HillCRD 4800544 · Alexandria, VA
  IA RegisteredRegistration inactive
• Erich Lamont HoffmanCRD 4654932 · Fairfax, VA
  IA RegisteredRegistration inactive
• William Farup HoffmanCRD 4257753 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Drake HoganCRD 6956525 · Federal Way, WA
  IA RegisteredRegistration inactive
• Peter Charles HollidayCRD 4594849 · Costa Mesa, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bradley James HollyCRD 6425237 · Chandler, AZ
  IA Registered
• Daniel Lee HoneycuttCRD 5614589 · Smyrna, TN
  IA RegisteredRegistration inactive
• Peter Joseph HoraCRD 4796341 · Roseville, CA
  IA RegisteredRegistration inactive
• Laurel Ruth HostetlerCRD 4860229 · Columbus, OH
  IA RegisteredRegistration inactive
• Leo Joseph HullCRD 4729250 · Ashland, OR
  IA RegisteredRegistration inactive
• Daniel R Humphrey Jr.CRD 5015590 · Charlotte, NC
  IA RegisteredRegistration inactive
• Edward John HunglerCRD 4553079 · Northbrook, IL
  IA RegisteredRegistration inactive
• Besjana HustedCRD 5606313 · San Diego, CA
  IA RegisteredRegistration inactive
• Jaci L IannelloCRD 6411855 · Anaheim, CA
  IA RegisteredRegistration inactive
• Brian William JensenCRD 2123211 · Hawthorn Woods, IL
  IA Registered
• Michael Paul JergensCRD 4770771 · Troymi, MI
  IA Registered
  Disclosure event(s) on record
• Bradford Perry JohnsonCRD 5722819 · Fairfax, VA
  IA RegisteredRegistration inactive
• Erik David JohnsonCRD 4756990 · Mokena, IL
  IA Registered
• Laura Lynn JohnsonCRD 5699501 · Portland, OR
  IA Registered
• Catherine Anne JonesCRD 5358766 · Northbrook, IL
  IA RegisteredRegistration inactive
• Robert Paul JonesCRD 2153498 · Myrtle Beach, SC
  IA RegisteredRegistration inactive
• Paul Jason JordanCRD 2377028 · Fairfax, VA
  IA RegisteredRegistration inactive
• Henry O JohnsonCRD 1540883 · Portland, OR
  IA RegisteredRegistration inactive
• Daniel G JonesCRD 7486380 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Eric KalmikoffCRD 6426071 · Frisco, TX
  IA RegisteredRegistration inactive
• Catherine Elizabeth KalweitCRD 1902207 · Fairfax, VA
  IA RegisteredRegistration inactive
• Adam I KarronCRD 2807012 · Plantation,, FL
  IA RegisteredRegistration inactive
• Chad Ashton KasperCRD 4847190 · Federal Way, WA
  IA RegisteredRegistration inactive
• Justin David KattauCRD 5425237 · Dayton, OH
  IA Registered
• Mitchel Zev Katz-WinnickCRD 7441351 · Seal Beach, CA
  IA Registered
• Douglas Arthur KeeganCRD 4204713 · Fairfax, VA
  IA RegisteredRegistration inactive
• Jennifer Lyn KeilingCRD 5311689 · Red Bank, NJ
  IA RegisteredRegistration inactive
• Shawn David KellerCRD 2286581 · Cincinnati, OH
  IA Registered
  Disclosure event(s) on record
• Christopher Sean KennyCRD 5642458 · Austin, TX
  IA RegisteredRegistration inactive
• Bryan Patrick KeorletCRD 5054570 · Mount Pleasant, SC
  IA RegisteredRegistration inactive
• David John KetterCRD 1556000 · Kyle, TX
  IA Registered
• William Douglas KindleCRD 2322839 · Town Of Burlington, MA
  IA RegisteredRegistration inactive
• Robert Matthew KinsellaCRD 6032871 · Newport, KY
  IA RegisteredRegistration inactive
• Aaron Lehi KirklandCRD 5799043 · Fairfax, VA
  IA RegisteredRegistration inactive
• Meredith Rae KitsonCRD 3163008 · Mount Pleasant, SC
  IA RegisteredRegistration inactive
• Jeffrey Alan KleverCRD 2544270 · Chesterfield, MO
  IA Registered
• Austin Maximilan KoneckeCRD 2818642 · Charlotte, NC
  IA Registered
• Matthew James KovarikCRD 6519442 · Phoenix, AZ
  IA Registered
• Mark Bronislaw KowalekCRD 4995182 · Phoenix, AZ
  IA Registered
• Ashley Lauren KremhelmerCRD 5525567 · Novi, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael David KroweCRD 4974719 · Fairfax, VA
  IA RegisteredRegistration inactive
• Karen Sue KrusmarkCRD 4755794 · Phoenix, AZ
  IA Registered
• Christopher I. KrznarichCRD 7494408 · Phoenix, AZ
  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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.