What We Do
We’re the nation’s #1 independent financial advisory firm1.
But we do more than that.
We put the personal in personal finance.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice.
In 2018, two of America’s most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed.
Today we’re America’s top independent financial planning and investment advisor, recognized by InvestmentNews1 and Barron’s2. We have over 170 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets.
