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
Joshua Andreasen (CRD# 5489852) is an Investment Advisor Representative working at Edelman Financial Engines in Burlington, MA and has over 12 years of experience in the finance industry.
Robert Andreola (CRD# 1924032) is an Investment Advisor Representative working at Edelman Financial Engines in Foxboro, MA and has over 35 years of experience in the finance industry.
Caroline Angell (CRD# 6817949) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 6 years of experience in the finance industry.
David Ankrom (CRD# 2503124) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 29 years of experience in the finance industry.
Chris Athey (CRD# 5973714) is an Investment Advisor Representative working at Edelman Financial Engines in Kansas City, MO and has over 12 years of experience in the finance industry.
Brad Bailey (CRD# 3234308) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 10 years of experience in the finance industry.
James Baker (CRD# 3272916) is an Investment Advisor Representative working at Edelman Financial Engines in Austin, TX and has over 24 years of experience in the finance industry.
Kurt Balderston (CRD# 3025260) is an Investment Advisor Representative working at Edelman Financial Engines in Chesterfield, MO and has over 25 years of experience in the finance industry.
Jeanne Baldwin (CRD# 2750578) is an Investment Advisor Representative working at Edelman Financial Engines in Novi, MI and has over 27 years of experience in the finance industry.
Nathan Baldwin (CRD# 4407352) is an Investment Advisor Representative working at Edelman Financial Engines in Quincy, MA and has over 19 years of experience in the finance industry.