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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.