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).

By the Numbers
  • Total Assets Under Management
    241,970
    MILLION
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
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
Types of Clients
Registered States
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 Edelman Financial Engines
Showing 21 - 30 of 532 top financial advisors.
21
David C. Balestriere
CRD#: 4790356
7900 Glades Road, Suite 310, Boca Raton, FL 33430

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.

22
Andrew S. Band
CRD#: 4486908
3460 Preston Ridge Rd, Suite 500, Alpharetta, GA 30005

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.

23
Glynis H. Banhan
CRD#: 5447139
7900 Glades Road, Suite 310, Boca Raton, FL 33434

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.

24
Roger M. Baranovic
CRD#: 2461261
3201 Enterprise Parkway, Suite 450, Beachwood, OH 44122

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.

25
Nathan P. Bardin
CRD#: 6436455
4742 N. 24th St, Suite 400, Phoenix,, AZ 85016

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.

26
Everett K. Barnes
CRD#: 4156144
8555 N. River Road, Suite 350, Indianapolis, IN 46240

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.

27
Isabel A. Barrow
CRD#: 4479208
1800 Diagonal Rd, Suite 480, Alexandria, VA 22314

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.

28
Douglas R. Basch
CRD#: 2330887
One Tower Lane, Suite 1910, Oakbrook Terrace, IL 60181

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.

29
Rohi B. Batra
CRD#: 2707408
457 Haddonfield Road, Suite 310, Cherry Hill, NJ 08002

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.

30
Yvonne F. Beaudreau
CRD#: 6329214
4742 N 24th Street, Suite 270, Phoenix, AZ 85016

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.

PREV ... 1 2 3 4 5 6 7 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.