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
Lisa Eitzel (CRD# 5392154) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 15 years of experience in the finance industry.
Tricia Eliason (CRD# 2193645) is an Investment Advisor Representative working at Edelman Financial Engines in Salt Lake City, UT and has over 32 years of experience in the finance industry.
Douglas Erbert (CRD# 2243449) is an Investment Advisor Representative working at Edelman Financial Engines in Las Vegas, NV and has over 26 years of experience in the finance industry.
Howard Erman (CRD# 1055245) is an Investment Advisor Representative working at Edelman Financial Engines in Seal Beach, CA and has over 38 years of experience in the finance industry.
Clayton Ernst (CRD# 2535760) is an Investment Advisor Representative working at Edelman Financial Engines in Colorado Springs, CO and has over 22 years of experience in the finance industry.
Chad Ernzen (CRD# 4564386) is an Investment Advisor Representative working at Edelman Financial Engines in Westminster, CO and has over 21 years of experience in the finance industry.
Jennifer Ervin (CRD# 3047581) is an Investment Advisor Representative working at Edelman Financial Engines in Indianapolis, IN and has over 25 years of experience in the finance industry.
Kyle Evans (CRD# 5836909) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 12 years of experience in the finance industry.
Alan Facey (CRD# 4534558) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 21 years of experience in the finance industry.
Jason Fang (CRD# 5243084) is an Investment Advisor Representative working at Edelman Financial Engines in Walnut Creek, CA and has over 17 years of experience in the finance industry.