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 9 of 10

• Lori Cheryl SilversteinCRD 1371888 · Beachwood, OH
  IA RegisteredRegistration inactive
• Ronald Michael SiskCRD 4500654 · San Diego, CA
  IA RegisteredRegistration inactive
• Brian Michael SitesCRD 5058299 · Novi, MI
  IA RegisteredRegistration inactive
• Kurt Arthur SkinnerCRD 2504187 · Cincinnati,, OH
  IA RegisteredRegistration inactive
• Andrew Paul SmithCRD 4560547 · Indianapolis, IN
  IA Registered
• Douglas Bruce SmithCRD 1615054 · Federal Way, WA
  IA RegisteredRegistration inactive
• Kelli K SmithCRD 6519874 · Raleigh, NC
  IA Registered
• Joseph Thongdy SongvilayCRD 4170759 · Lynnwood, WA
  IA RegisteredRegistration inactive
• Megan SowinskiCRD 6235564 · Mokena, IL
  IA RegisteredRegistration inactive
• Christopher Glenn SparksCRD 5089986 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Grant Todd SparksCRD 6722474 · Fairfax, VA
  IA RegisteredRegistration inactive
• John Henry SpergerCRD 4808720 · Pasadena, CA
  IA RegisteredRegistration inactive
• Shad Earl SpurginCRD 6418122 · Saratoga Springs, UT
  IA RegisteredRegistration inactive
• Clinton Matthew StanleyCRD 5153267 · Phoenix, AZ
  IA Registered
• Brett Temple StephensCRD 5108192 · Knoxville, TN
  IA Registered
• Haley Rachel StinsonCRD 6900722 · Portland, OR
  IA RegisteredRegistration inactive
• Stan StopskyCRD 6167327 · El Segundo, CA
  IA RegisteredRegistration inactive
• Michael Andrew StreetoCRD 3263048 · Saint Louis, MO
  IA RegisteredRegistration inactive
• Monica Nicole StriplinCRD 5038202 · Phoenix, AZ
  IA Registered
  Disclosure event(s) on record
• Edward Dale SturdivantCRD 4439470 · Duluth, GA
  IA RegisteredRegistration inactive
• Juan Carlos SuarezCRD 2101109 · Marion, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Derek Paul SubotickiCRD 6482222 · Centennial, CO
  IA RegisteredRegistration inactive
• Ryan Michael SullivanCRD 4527972 · Westlake, OH
  IA RegisteredRegistration inactive
• Taralee SundbergCRD 6714293 · Lynnwood, WA
  IA Registered
• Douglas William SwartzCRD 2728041 · Henrico, VA
  IA RegisteredRegistration inactive
• Lipika SwarupCRD 5921725 · Fairfax, VA
  IA RegisteredRegistration inactive
• Joshua A TanataCRD 6218164 · Phoenix, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Eric Jeffrey TanitaCRD 2173303 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Andrew Paul ThomasCRD 5995428 · Louisville, KY
  IA RegisteredRegistration inactive
• Norman Steven ThomsonCRD 2838509 · Federal Way, WA
  IA Registered
• Zachary Adam ToeringCRD 4545424 · Burbank, CA
  IA Registered
• Octavio Saenz TorresCRD 2517804 · Phoenix, AZ
  IA Registered
  Disclosure event(s) on record
• Abigail Elizabeth ToyeCRD 6803311 · Phoenix, AZ
  IA RegisteredRegistration inactive
• William Cooke TracyCRD 5643600 · Overland Park, KS
  IA Registered
• Keith Thomas TruexCRD 2524122 · Red Bank, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Leonard TurnerCRD 5950416 · West Conshohocken, PA
  IA Registered
• Michael David TuteralCRD 5823024 · Henrico, VA
  IA Registered
• Sara Schalz UhCRD 4938299 · Troy, MI
  IA RegisteredRegistration inactive
• Rusty UlleryCRD 7423110 · Topeka, KS
  IA RegisteredRegistration inactive
• Matthew Charles UlrickCRD 5540962 · San Antonio, TX
  IA Registered
• Heather Sue VavraCRD 6344982 · Eau Claire, WI
  IA RegisteredRegistration inactive
• David VazquezCRD 7439837 · Exton, PA
  IA RegisteredRegistration inactive
• Kalikolehua Michelle VeisehCRD 5386904 · Kirkland, WA
  IA Registered
• Kenric Alan VezinaCRD 5977105 · Westminster, CO
  IA RegisteredRegistration inactive
• Chance Kenneth VogelCRD 2800255 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Nefartari Titi WardCRD 4762089 · Fort Mill, SC
  IA RegisteredRegistration inactive
• Yolanda Tiffany WatersCRD 3100406 · West Conshohocken, PA
  IA RegisteredRegistration inactive
• Joseph Hugene WebbCRD 6957289 · Philadelphia, PA
  IA RegisteredRegistration inactive
• Sophia WeinertCRD 8109378 · Lincoln, NE
  IA Registered
• Richard Alan WelshCRD 4330011 · Novi, MI
  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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.