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 31 - 40 of 532 top financial advisors.
31
Justin B. Beavers
CRD#: 5946652
3592-101 Springhurst Blvd, Louisville, KY 40241

Justin Beavers (CRD# 5946652) is an Investment Advisor Representative working at Edelman Financial Engines in Louisville, KY and has over 12 years of experience in the finance industry.

32
Carol Y. Beckett
CRD#: 5336356
East Meadow, NY

Carol Beckett (CRD# 5336356) is an Investment Advisor Representative working at Edelman Financial Engines in East Meadow, NY and has over 16 years of experience in the finance industry.

33
Brandon A. Bell
CRD#: 5651899
3570 Carmel Mountain Rd, Suite 450, San Diego, CA 92130

Brandon Bell (CRD# 5651899) is an Investment Advisor Representative working at Edelman Financial Engines in San Diego, CA and has over 12 years of experience in the finance industry.

34
Janet Bellezza
CRD#: 4932020
Tafton, PA

Janet Bellezza (CRD# 4932020) is an Investment Advisor Representative working at Edelman Financial Engines in Tafton, PA and has over 18 years of experience in the finance industry.

35
Emil G. Ben-David
CRD#: 5723861
1130 Rxr Plaza, Suite 1130, Uniondale, NY 11556

Emil Ben-David (CRD# 5723861) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 14 years of experience in the finance industry.

36
Lisa M. Benchaabane
CRD#: 4663298
350 Linden Oaks Drive, Suite 110, Rochester, NY 14625

Lisa Benchaabane (CRD# 4663298) is an Investment Advisor Representative working at Edelman Financial Engines in Rochester, NY and has over 20 years of experience in the finance industry.

37
Lori S. Bensing
CRD#: 1578638
13727 Noel Road Tower 2, Suite 1075, Dallas, TX 75240

Lori Bensing (CRD# 1578638) is an Investment Advisor Representative working at Edelman Financial Engines in Dallas, TX and has over 27 years of experience in the finance industry.

38
Steven J. Bermack
CRD#: 4506813
650 From Road, Suite 460, Paramus, NJ 07652

Steven Bermack (CRD# 4506813) is an Investment Advisor Representative working at Edelman Financial Engines in Paramus, NJ and has over 21 years of experience in the finance industry.

39
Harry K. Berman
CRD#: 2190861
4050 Crums Mill Road, Suite 204, Harrisburg, PA 17112

Harry Berman (CRD# 2190861) is an Investment Advisor Representative working at Edelman Financial Engines in Harrisburg, PA and has over 28 years of experience in the finance industry.

40
Stuart E. Berrin
CRD#: 1622645
340 Madison Avenue, 22nd Floor, New York, NY 10173

Stuart Berrin (CRD# 1622645) is an Investment Advisor Representative working at Edelman Financial Engines in New York, NY and has over 36 years of experience in the finance industry.

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