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
Kevin Colleran (CRD# 3195675) is an Investment Advisor Representative working at Edelman Financial Engines in Bethesda, MD and has over 24 years of experience in the finance industry.
Jimmie Collicott (CRD# 2599773) is an Investment Advisor Representative working at Edelman Financial Engines in Waukesha, WI and has over 28 years of experience in the finance industry.
James Connelly (CRD# 5385217) is an Investment Advisor Representative working at Edelman Financial Engines in Oveland Park, KS and has over 12 years of experience in the finance industry.
Sean Connolly (CRD# 5743288) is an Investment Advisor Representative working at Edelman Financial Engines in Alexandria, VA and has over 12 years of experience in the finance industry.
Jason Cooke (CRD# 2835024) is an Investment Advisor Representative working at Edelman Financial Engines in Danville, CA and has over 26 years of experience in the finance industry.
Isabel Cooper (CRD# 1708168) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 27 years of experience in the finance industry.
Jared Copinga (CRD# 3185621) is an Investment Advisor Representative working at Edelman Financial Engines in Salt Lake City, UT and has over 25 years of experience in the finance industry.
Douglas Corp (CRD# 5739556) is an Investment Advisor Representative working at Edelman Financial Engines in Boardman, OH and has over 12 years of experience in the finance industry.
Jason Cowans (CRD# 4198418) is an Investment Advisor Representative working at Edelman Financial Engines in Chandler, AZ and has over 23 years of experience in the finance industry.
Andrew Coyne (CRD# 2811568) is an Investment Advisor Representative working at Edelman Financial Engines in Annapolis, MD and has over 27 years of experience in the finance industry.