Edelman Financial Engines
Edelman Financial Engines (CRD# 104510) is a financial advisory firm headquartered in Santa Clara, CA. They manage $241,970,176,743 in 1,594,707 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management241,970MILLION
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Total Number of Accounts1,594,707ACCOUNTS
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Average Account Value$151,733
- 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
David Balestriere (CRD# 4790356) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 19 years of experience in the finance industry.
Andrew Band (CRD# 4486908) is an Investment Advisor Representative working at Edelman Financial Engines in Alpharetta, GA and has over 22 years of experience in the finance industry.
Glynis Banhan (CRD# 5447139) 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.
Roger Baranovic (CRD# 2461261) is an Investment Advisor Representative working at Edelman Financial Engines in Beachwood, OH and has over 29 years of experience in the finance industry.
Nathan Bardin (CRD# 6436455) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix,, AZ and has over 9 years of experience in the finance industry.
Everett Barnes (CRD# 4156144) is an Investment Advisor Representative working at Edelman Financial Engines in Indianapolis, IN and has over 23 years of experience in the finance industry.
Isabel Barrow (CRD# 4479208) is an Investment Advisor Representative working at Edelman Financial Engines in Alexandria, VA and has over 22 years of experience in the finance industry.
Douglas Basch (CRD# 2330887) is an Investment Advisor Representative working at Edelman Financial Engines in Oakbrook Terrace, IL and has over 19 years of experience in the finance industry.
Rohi Batra (CRD# 2707408) is an Investment Advisor Representative working at Edelman Financial Engines in Cherry Hill, NJ and has over 8 years of experience in the finance industry.
Yvonne Beaudreau (CRD# 6329214) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 8 years of experience in the finance industry.