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 8 of 10

• Landon Devere PerryCRD 6484768 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Matthew G PersonetteCRD 6067320 · Oakbrook Terrace, IL
  IA Registered
• Julian Forrest PetersCRD 5978914 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Eric Martin PetersonCRD 1025268 · Portland, OR
  IA Registered
• Francis Anthony PetrangeloCRD 2812344 · East Longmeadow, MA
  IA RegisteredRegistration inactive
• Madeline Loomis PhillipsCRD 5872281 · Roseville, Ca, CA
  IA Registered
• Anthony Joseph PiazzaCRD 6478526 · Arvada, CO
  IA RegisteredRegistration inactive
• Alina M PinkardCRD 5256760 · South Riding 20152, VA
  IA RegisteredRegistration inactive
• Ryan Christopher PoirierCRD 5115928 · Bethesda, MD
  IA RegisteredRegistration inactive
• William Brian PuckettCRD 2447457 · Oklahoma City, OK
  IA Registered
• Paul Tod RaabCRD 5963018 · Northbrook, IL
  IA Registered
• Douglas Michael RabilCRD 1198656 · Fairfax, VA
  IA RegisteredRegistration inactive
• Jovan Jontelle RashfordCRD 5060815 · Uniondale, NY
  IA RegisteredRegistration inactive
• Joseph RaskauskasCRD 5584509 · Severna Park, MD
  IA RegisteredRegistration inactive
• Alex James ReaderCRD 5595998 · Woodbury, MN
  IA RegisteredRegistration inactive
• Robert Alexander ReynoldsCRD 4675075 · Phoenix, AZ
  IA Registered
• Gary L RiedermanCRD 2476102 · Northbrook, IL
  IA RegisteredRegistration inactive
• Carlos Antonio RodriguezCRD 4885618 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Peter James RosenfelderCRD 5880212 · Silver Spring, MD
  IA RegisteredRegistration inactive
• Adam RoslovicCRD 5575320 · Columbus, OH
  IA RegisteredRegistration inactive
• Bryan P RossodivitaCRD 6833537 · Canfield, OH
  IA RegisteredRegistration inactive
• Daniel Andres RotheryCRD 6923629 · Superior , CO
  IA Registered
• Aaron Ray RoweCRD 4054936 · Henrico, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Markeith Anthoni RowleyCRD 4163141 · Plantation, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Reynold Norman RoyCRD 1610763 · Fairfax, VA
  IA RegisteredRegistration inactive
• Paul James RubackaCRD 1937162 · East Syracuse, NY
  IA RegisteredRegistration inactive
• Jared A RubinCRD 5228974 · Burlington, MA
  IA RegisteredRegistration inactive
• Kay Lee RussellCRD 5606019 · Austin, TX
  IA RegisteredRegistration inactive
• Scelena RussellCRD 6585879 · White Salmon, WA
  IA RegisteredRegistration inactive
• Ross RyanCRD 6837602 · Arden, NC
  IA RegisteredRegistration inactive
• Jamie Lynn RosasCRD 6897266 · Henderson, NV
  IA RegisteredRegistration inactive
• Anatoly SabininCRD 5618283 · Saint Augustine, FL
  IA RegisteredRegistration inactive
• Ken Seiryu SakamotoCRD 1095790 · Goodyear, AZ
  IA Registered
• Enid Maria SantiagoCRD 5967144 · Cincinnati, OH
  IA Registered
• Stephen Anthony SassiCRD 4873236 · Staten Island, NY
  IA RegisteredRegistration inactive
• Jonathan Michael SaxonCRD 4789005 · Towson, MD
  IA RegisteredRegistration inactive
• Aaron Charles SchmoekelCRD 4027795 · Woodland, CA
  IA RegisteredRegistration inactive
• Jonathan S. SchneringerCRD 7417931 · Phoenix, AZ
  IA Registered
• Kellie Kay ScholesCRD 6539764 · Las Vegas, NV
  IA Registered
• Tyler R SchroederCRD 5449890 · Phoenix, AZ
  IA RegisteredRegistration inactive
• William Joseph SchultheisCRD 1134680 · Kirkland, WA
  IA Registered
• Amanda Lynn ScullCRD 6395912 · Northville, MI
  IA Registered
• Jenny Ann SeimCRD 5030685 · Wildwood, MO
  IA Registered
• Fahima ShawCRD 2522178 · Fairfax, VA
  IA RegisteredRegistration inactive
• Kevin Alfred SheaCRD 5692654 · Short Hills, NJ
  IA RegisteredRegistration inactive
• David Thomas SheehanCRD 4293493 · Ashburn, VA
  IA RegisteredRegistration inactive
• Gregory Phillip SherwellCRD 6460616 · Ellicott City, MD
  IA RegisteredRegistration inactive
• Aleksandra ShteynCRD 4453802 · Dallas, TX
  IA RegisteredRegistration inactive
• Bikramjit Singh SidhuCRD 6398771 · Tysons Corner, VA
  IA RegisteredRegistration inactive
• Mark Lockwood SikichCRD 6106786 · Roseville, CA
  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.