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 7 of 10

• Brendan M McgillickCRD 4536910 · Costa Mesa, CA
  IA RegisteredRegistration inactive
• Mary Margaret McgrailCRD 4824177 · Norwood, MA
  IA RegisteredRegistration inactive
• Vincent James McmahonCRD 1351750 · Indianapolis, IN
  IA Registered
• Donald Wesley MeekerCRD 5079253 · Maumee, OH
  IA Registered
• Rohit MehrotraCRD 5030342 · Princeton, NJ
  IA RegisteredRegistration inactive
• David Martin MeinzenbachCRD 5849368 · Overland Park, KS
  IA Registered
• Edgardo Angel MelendezCRD 6380522 · Tampa, Fl 3360, FL
  IA Registered
• Andrzej MendelaCRD 4886498 · Troy, MI
  IA RegisteredRegistration inactive
• Jonathan M MerriganCRD 4951262 · Burlington, MA
  IA RegisteredRegistration inactive
• Michael David MeuseCRD 6542457 · Norwood, MA
  IA RegisteredRegistration inactive
• Shelby Lee MeyerCRD 1946799 · Johns Island, SC
  IA RegisteredRegistration inactive
• Therese Elizabeth MilleCRD 1658942 · Issaquah, WA
  IA Registered
• Christopher Brandon MillerCRD 6231272 · Birmingham, AL
  IA RegisteredRegistration inactive
• Ryan Christopher MillerCRD 6707177 · Republic, MO
  IA RegisteredRegistration inactive
• Gary Ernest MillsCRD 1297201 · Colorado Springs, CO
  IA Registered
• Suzanne Lynn MinterCRD 6934614 · Pensacola, FL
  IA Registered
• Bryan Michael MoreenCRD 4832970 · Northville, MI
  IA Registered
• Michael Ryan MorganteCRD 4812139 · Clifton Park, NY
  IA Registered
• Claire Helen MorkCRD 5047897 · Westminster, CO
  IA Registered
• Scott Matthew MorrelloCRD 6409061 · Fairfax, VA
  IA RegisteredRegistration inactive
• Ashley Elizabeth MorrisCRD 6254105 · Moseley, VA
  IA RegisteredRegistration inactive
• Joelle Rhea MorrisCRD 5443345 · Kansas City, MO
  IA Registered
• Michael Steven MorrisonCRD 6615901 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Craig Michael MottlCRD 5018780 · Waukesha, WI
  IA Registered
• Richard Eric MuddCRD 2596978 · Austin, TX
  IA RegisteredRegistration inactive
• Brian Patrick MuellerCRD 5233268 · Houston, TX
  IA RegisteredRegistration inactive
• Aaron Christian MulvaneyCRD 2383085 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Gary A MurphyCRD 5273712 · Lexington, KY
  IA Registered
• Steven Michael MurrayCRD 2375072 · Whitman, MA
  IA Registered
• James Matthew McphersonCRD 5603720 · Henrico, VA
  IA RegisteredRegistration inactive
• Masi MottCRD 7692714 · Houston, TX
  IA RegisteredRegistration inactive
• Charles A NardielloCRD 4776460 · Fairfax, VA
  IA RegisteredRegistration inactive
• Kari Sue NellerCRD 5138238 · Lutz, FL
  IA RegisteredRegistration inactive
• Andrew Peter NemetsCRD 4921080 · Fairfax, VA
  IA RegisteredRegistration inactive
• Jonathan D NidaCRD 6339334 · Shreveport, LA
  IA Registered
• John Malcolm NobleCRD 6422695 · Fairfax, VA
  IA RegisteredRegistration inactive
• Kyle NolanCRD 5426926 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Don Richard NorrisCRD 5029728 · Lynnwood, WA
  IA Registered
• Kristopher Rostern NuttallCRD 3239539 · Sewickley, PA
  IA Registered
• Sean Thomas O'bannonCRD 4316870 · Walnut Creek, CA
  IA Registered
• William Andrew OdonnellCRD 4429954 · Roseville, CA
  IA Registered
• Cameron OttCRD 5540840 · Fairfax, VA
  IA RegisteredRegistration inactive
• Dennis Scott PackardCRD 2898775 · Oklahoma City, OK
  IA Registered
• Mark Raymond PalmerCRD 2546710 · Walnut Creek, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nathaniel Onley ParksCRD 6030522 · Fairfax, VA
  IA RegisteredRegistration inactive
• Lavonne Nicole PattersonCRD 6795505 · Bethesda, MD
  IA RegisteredRegistration inactive
• Rebecca Dawn PawukCRD 5519119 · Sewickley, PA
  IA RegisteredRegistration inactive
• Gerald William PenegorCRD 4682555 · Phoenix, AZ
  IA Registered
• Lionel PerkinsCRD 7504642 · Clementon, NJ
  IA RegisteredRegistration inactive
• Brett Allan PerlmanCRD 5312092 · Boca Raton, FL
  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.