Edelman Financial Engines
Edelman Financial Engines (CRD# 104510) is a financial advisory firm headquartered in Santa Clara, CA. They manage $270,770,414,647 in 1,561,555 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management270,770MILLION
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Mariah Dehaven (CRD# 2922481) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 26 years of experience in the finance industry.
Randy Deitke (CRD# 2168199) is an Investment Advisor Representative working at Edelman Financial Engines in Oakbrook Terrace, IL and has over 32 years of experience in the finance industry.
Justyn Delgadillo (CRD# 6209895) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 8 years of experience in the finance industry.
Luigi Derose (CRD# 6296391) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 10 years of experience in the finance industry.
Carin Desimone (CRD# 3173429) is an Investment Advisor Representative working at Edelman Financial Engines in Fort Myers, FL and has over 25 years of experience in the finance industry.
Zachary Devine (CRD# 6330107) is an Investment Advisor Representative working at Edelman Financial Engines in Novi, MI and has over 8 years of experience in the finance industry.
Gregory Dexheimer (CRD# 2507426) is an Investment Advisor Representative working at Edelman Financial Engines in Harrisburg, PA and has over 29 years of experience in the finance industry.
Renata Deye (CRD# 4917246) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 11 years of experience in the finance industry.
Andrew Diciaccio (CRD# 5419715) is an Investment Advisor Representative working at Edelman Financial Engines in Boston, MA and has over 16 years of experience in the finance industry.
Thomas Dicristofaro (CRD# 2250651) is an Investment Advisor Representative working at Edelman Financial Engines in Mooresville, NC and has over 31 years of experience in the finance industry.