Edelman Financial Engines Company

Edelman Financial Engines is the top independent investment advisor in America, recognized by both InvestmentNews and Barron’s, with a nationwide network of planner locations and over $200B in assets under management for 1.2 million clients. Edelman Financial Engines is the combination of Edelman Financial Services and Financial Engines. In 2018, the companies merged their expertise and shared mission to create the largest independent financial planning and investment advisor with a national network of planner locations. Together, the combined company is the nation’s largest investment advisor, with total assets double that of the nearest competitor.

While headquartered on opposite coasts, there was no divide between what each company stood for – helping hardworking Americans enjoy a successful financial future. Edelman Financial Services was founded more than 30 years ago in Fairfax, Virginia by acclaimed financial advisor Ric Edelman. In 1987, Ric and his wife and business partner, Jean, were convinced that the financial services industry was failing to serve the vast majority of Americans. By putting client needs first, the company has become one of the nation's largest independent financial planning and investment management firms. Born on a similar principle of providing unbiased advice, Financial Engines was founded more than 20 years ago in Silicon Valley on the principle that average American investors deserve unbiased comprehensive financial planning and professional grade investment management and advice. Founded by noble prize-winner Bill Sharpe, Financial Engines pioneered online investment advice and transformed the way people plan, save and invest for retirement, regardless of their wealth or expertise. Since launching the online advice platform, Financial Engines has grown to become the dominant workplace RIA. In 2016, it expanded its presence to include a face-to-face network of advisors across the country with the acquisition of The Mutual Fund Store.

Now Edelman Financial Engines has an unparalleled combination of capabilities and channels that few firms in the industry can offer. The company’s unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet all their financial goals. Strong distribution channels allow the company to work with people at leading employers in America or directly through the 180 nationwide locations. The proprietary technology platform and digital marketing delivers a personalized and robust client experience. The wide breadth of services - from online education to phone-based advice to financial management and planning with a dedicated advisor – help meet clients on their journey in the ways they want to be approached. And upholding the highest fiduciary standard of care and the commitment to always acting in the best interest of clients is the foundation of the company.

It’s a privilege to be number one in the industry and the team recognizes the importance of that. It is transformational times in the financial services industry and the company will boldly impact the financial future of millions of people.