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 31 - 40 of 583 top financial advisors.
31
Isabel A. Barrow
CRD#: 4479208
1800 Diagonal Road Suite 480, 3rd Floor, Alexandria, VA 22314

Isabel Barrow (CRD# 4479208) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Alexandria, VA and has over 18 years of experience in the finance industry.

32
Christopher E. Basch
CRD#: 2371844
11095 Metcalf Avenue, Overland Park, KS 66210

Christopher Basch (CRD# 2371844) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Overland Park, KS and has over 21 years of experience in the finance industry.

33
Douglas R. Basch
CRD#: 2330887
3021 Butterfield Road, Suite 202, Oak Brook, IL 60523

Douglas Basch (CRD# 2330887) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Oak Brook, IL and has over 15 years of experience in the finance industry.

34
Joseph B. Bass
CRD#: 6086383
4742 N. 24th Street, Suite 270, Phoenix, AZ 85016

Joseph Bass (CRD# 6086383) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 7 years of experience in the finance industry.

35
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 Financial Engines Advisors LLC in Cherry Hill, NJ and has over 4 years of experience in the finance industry. Rohi Batra 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.

36
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 Financial Engines Advisors LLC in Phoenix, AZ and has over 4 years of experience in the finance industry.

37
Justin B. Beavers
CRD#: 5946652
3592-101 Springhurst Blvd, Louisville, KY 40241

Justin Beavers (CRD# 5946652) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Louisville, KY and has over 8 years of experience in the finance industry.

38
Carol Y. Beckett
CRD#: 5336356
1130 Rxr Plaza, Suite 1130, Uniondale, NY 11556

Carol Beckett (CRD# 5336356) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Uniondale, NY and has over 12 years of experience in the finance industry.

39
Marcelle A. Belisle
CRD#: 1618686
25 Burlington Mall Road, Suite 405, Burlington, MA 01803

Marcelle Belisle (CRD# 1618686) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Burlington, MA and has over 33 years of experience in the finance industry. Marcelle Belisle 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.

40
Janet Bellezza
CRD#: 4932020
80 East Rio Salado Parkway, Suite 801, Tempe, AZ 85281

Janet Bellezza (CRD# 4932020) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Tempe, AZ and has over 14 years of experience in the finance industry.

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