Edelman Financial Engines
Edelman Financial Engines (CRD# 104510) is a financial advisory firm headquartered in Santa Clara, CA. They manage $270,770,414,647 in 1,561,555 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management270,770MILLION
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- 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
Donald Bertrand (CRD# 2290470) is an Investment Advisor Representative working at Edelman Financial Engines in Bellevue, WA and has over 24 years of experience in the finance industry.
David Black (CRD# 5632692) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 14 years of experience in the finance industry.
Lance Blount (CRD# 4625718) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 21 years of experience in the finance industry.
Matthew Boelter (CRD# 6108646) is an Investment Advisor Representative working at Edelman Financial Engines in Bothell, WA and has over 11 years of experience in the finance industry.
Kelly Boisvert (CRD# 5279064) is an Investment Advisor Representative working at Edelman Financial Engines in Midlothian, VA and has over 16 years of experience in the finance industry.
Thad Borowiak (CRD# 5942209) is an Investment Advisor Representative working at Edelman Financial Engines in Amherst, NY and has over 12 years of experience in the finance industry.
Bert Boutte (CRD# 4984482) is an Investment Advisor Representative working at Edelman Financial Engines in Sugar Land, TX and has over 18 years of experience in the finance industry.
Benjamin Bowen (CRD# 5847634) is an Investment Advisor Representative working at Edelman Financial Engines in San Diego, CA and has over 11 years of experience in the finance industry.
Robert Bowman (CRD# 1955325) is an Investment Advisor Representative working at Edelman Financial Engines in Henrico, VA and has over 28 years of experience in the finance industry.
Allison Boyd (CRD# 5233154) is an Investment Advisor Representative working at Edelman Financial Engines in Henrico, VA and has over 12 years of experience in the finance industry.