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
Christian Forsyth (CRD# 2793009) is an Investment Advisor Representative working at Edelman Financial Engines in Farmington, CT and has over 24 years of experience in the finance industry.
James Francois (CRD# 2533669) is an Investment Advisor Representative working at Edelman Financial Engines in Pasadena, CA and has over 29 years of experience in the finance industry.
Stephen Freedman (CRD# 3095502) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 25 years of experience in the finance industry.
Noah French (CRD# 3084855) is an Investment Advisor Representative working at Edelman Financial Engines in Newton Center, MA and has over 25 years of experience in the finance industry.
Nicholas Friedman (CRD# 5465081) is an Investment Advisor Representative working at Edelman Financial Engines in White Plains, NY and has over 12 years of experience in the finance industry.
Erin Fulton (CRD# 5445653) is an Investment Advisor Representative working at Edelman Financial Engines in Omaha, NE and has over 15 years of experience in the finance industry.
James Furlong (CRD# 1921131) is an Investment Advisor Representative working at Edelman Financial Engines in Daytona Beach, FL and has over 34 years of experience in the finance industry.
Maria Gagne (CRD# 4535037) is an Investment Advisor Representative working at Edelman Financial Engines in Eatontown, NJ and has over 21 years of experience in the finance industry.
Magdalena Galindo (CRD# 5080580) is an Investment Advisor Representative working at Edelman Financial Engines in Bloomingdale, IL and has over 18 years of experience in the finance industry.
Matthew Ganskopp (CRD# 6620897) is an Investment Advisor Representative working at Edelman Financial Engines in Englewood, CO and has over 5 years of experience in the finance industry.