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 6 of 10

• Sara Catherine KulaCRD 6942997 · Plano, TX
  IA Registered
• William Thaddius Scott La RueCRD 5906463 · San Mateo, CA
  IA RegisteredRegistration inactive
• Lisa Marie Lacross-CourtneyCRD 4693769 · Ann Arbhor, MI
  IA RegisteredRegistration inactive
• Cheryl West LangstonCRD 2552890 · Ashburn, VA
  IA RegisteredRegistration inactive
• Susan M LanhamCRD 6195353 · Brooklyn, NY
  IA RegisteredRegistration inactive
• Riley Deforest LarimoreCRD 5521279 · Columbus, OH
  IA Registered
• Lynn Ann LathropCRD 4793079 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Bernadette Marie LawCRD 4187260 · Butler, PA
  IA RegisteredRegistration inactive
• Gregory Phillip LawrenceCRD 4125094 · Castle Rock, CO
  IA RegisteredRegistration inactive
• Han C LeeCRD 6388064 · Nashua, NH
  IA RegisteredRegistration inactive
• Ho Young LeeCRD 6711825 · Roanoke, TX
  IA RegisteredRegistration inactive
• Brian Paul LeslieCRD 5056329 · Omaha, NE
  IA Registered
• Kelly Meyer LewisCRD 7415380 · Elmira Heights, NY
  IA Registered
• Jerome Bruce LiebsteinCRD 2754767 · Bethesda, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael LierschCRD 5830305 · Riverside, CT
  IA RegisteredRegistration inactive
• Mark Daniel LigeskiCRD 2898346 · Rochester, MI
  IA RegisteredRegistration inactive
• Brian Christopher LippsCRD 3093271 · Haddonfield, NJ
  IA RegisteredRegistration inactive
• Cristina Gomez LipsonCRD 5334938 · Fairfax, VA
  IA RegisteredRegistration inactive
• Dimas H LizardoCRD 2059619 · Federal Way, WA
  IA Registered
• Craig Elbert LoewensteinCRD 5481200 · Englewood, CO
  IA RegisteredRegistration inactive
• Jack Isaac LondonCRD 2324179 · Wellesley, Ma, MA
  IA RegisteredRegistration inactive
• Bryan Scott LopezCRD 6392954 · Oakbrook Terrace, IL
  IA Registered
• Andrew J LowCRD 4023614 · Delafield, WI
  IA RegisteredRegistration inactive
• Javier Enrique LuceroCRD 5417803 · Albuquerque, NM
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nicholas John LuitgaardenCRD 6974800 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Joseph Michael LunnCRD 2948555 · Northville, MI
  IA RegisteredRegistration inactive
• Anthony John LenzaCRD 8303017 · Staten Island, NY
  IA Registered
• Sonny David Edward LicataCRD 6636437 · Anaheim, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jennifer Ann MaccannonCRD 5670597 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alaine Danielle MacdougallCRD 5961069 · Uniondale, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Hamilton MackayCRD 5487063 · Leawood, KS
  IA RegisteredRegistration inactive
• Sophia Magdalena MackeyCRD 3218793 · Plano, TX
  IA Registered
• Kevin Joseph MaguireCRD 1735962 · White Plains, NY
  IA RegisteredRegistration inactive
• Rana MaidaCRD 5463167 · Costa Mesa, CA
  IA RegisteredRegistration inactive
• Gabriel M MairesCRD 7949468 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Stephanie Ann ManchonCRD 4915069 · Quincy, MA
  IA RegisteredRegistration inactive
• Daniel Stephen ManerCRD 5808063 · Duluth, GA
  IA RegisteredRegistration inactive
• Rosh K MangalatCRD 1836038 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Rui MaoCRD 7385950 · Louisville, KY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Salvatore Steven MarinoCRD 2180944 · Red Bank, NJ
  IA RegisteredRegistration inactive
• David Sean MarksCRD 1968928 · Red Bank, NJ
  IA RegisteredRegistration inactive
• Mary Frances Martin-FalangaCRD 4741000 · Fairfax, VA
  IA RegisteredRegistration inactive
• Christy Meyer MartinichCRD 5103818 · Fairfax, VA
  IA RegisteredRegistration inactive
• Andrew Charles MassaroCRD 1960652 · Fairfax, VA
  IA RegisteredRegistration inactive
• Christopher Stephen MattoxCRD 4802160 · Prosper, TX
  IA Registered
• Brad Michael MaurerCRD 2737876 · Anaheim, CA
  IA RegisteredRegistration inactive
• Dylon MayCRD 6875233 · Fayetteville, NC
  IA RegisteredRegistration inactive
• John Fogarty MccaffertyCRD 5079596 · Alexandria, VA
  IA RegisteredRegistration inactive
• Shawn Edward MccutchanCRD 4414804 · Charlotte, NC
  IA Registered
• Christopher Paul McdermottCRD 4860636 · Phoenix, AZ
  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.