Financial Engines Advisors LLC

Financial Engines Advisors LLC (CRD# 104510) is a financial advisory firm headquartered in Sunnyvale, CA. They manage $181,300,000,000 in 1,405,644 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    181,300
    MILLION
  • Total Number of Accounts
    1,405,644
    ACCOUNTS
  • Average Account Value
    $128,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Financial Engines Advisors LLC
Showing 11 - 20 of 583 top financial advisors.
11
Jason Alvarez De Sotomayor
CRD#: 5304405
25 Burlington Mall Road, Suite 405, Burlington, MA 01803

Jason Alvarez De Sotomayor (CRD# 5304405) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Burlington, MA and has over 12 years of experience in the finance industry. Jason Alvarez De Sotomayor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Brian D. Amper
CRD#: 4401674
25 Burlington Mall Road, Suite 405, Burlington, MA 01803

Brian Amper (CRD# 4401674) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Burlington, MA and has over 18 years of experience in the finance industry. Brian Amper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

13
Joshua J. Andreasen
CRD#: 5489852
25 Burlington Mall Road, Suite 405, Burlington, MA 01803

Joshua Andreasen (CRD# 5489852) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Burlington, MA and has over 8 years of experience in the finance industry. Joshua Andreasen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
Robert J. Andreola
CRD#: 1924032
16 Chestnut Street, Suite 220, Foxboro, MA 02035

Robert Andreola (CRD# 1924032) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Foxboro, MA and has over 31 years of experience in the finance industry. Robert Andreola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

15
David R. Ankrom
CRD#: 2503124
4742 N. 24th Street, Ste 100, Phoenix, AZ 85016

David Ankrom (CRD# 2503124) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 25 years of experience in the finance industry.

16
Dominic J. Anzevino
CRD#: 5538797
3900 Medina Road, Suite Q, Akron, OH 44333

Dominic Anzevino (CRD# 5538797) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Akron, OH and has over 11 years of experience in the finance industry.

17
William C. Archibald
CRD#: 5272767
100 Hartsfield Center Parkway, Suite 500, Atlanta, GA 30354

William Archibald (CRD# 5272767) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

18
Cathie J. Arthurs
CRD#: 5073528
20700 44th Ave W., Suite 120, Lynnwood, WA 98036

Cathie Arthurs (CRD# 5073528) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Lynnwood, WA and has over 13 years of experience in the finance industry.

19
Chris G. Athey
CRD#: 5973714
9203 Mo-152, Kansas City, MO 64158

Chris Athey (CRD# 5973714) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Kansas City, MO and has over 8 years of experience in the finance industry.

20
Michael A. Attiliis
CRD#: 2849668
4000 Legato Road, 9th Floor, Fairfax, VA 22033

Michael Attiliis (CRD# 2849668) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Fairfax, VA and has over 23 years of experience in the finance industry.

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