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Financial planning for people who want more.

Create a financial future that matches your ambition with personal, comprehensive solutions designed with you in mind.

 

1.3m clients

 

93% client
satisfaction1

 

$293b assets under management

140+ locations and counting.

We meet you where you are. Search our locations to find a financial planner near you — or set up a virtual meeting.

As of September 30, 2024, Edelman Financial Engines had 143 locations.

 

More flexibility to grow at your own pace.

Here’s a quick glimpse of the services we offer. You might not need all of them right now, but you can rest easy knowing they’re here for you when you’re ready.



Industry recognition for what we do.

  • Number one financial advisory firm


    Independent Financial
    Advisory Firm 7 years in a row

    2018-2024

     

    Awarded each September by Barron’s, based on data within a 12-month period. ​ ​

  • Number one financial advisory firm


    Managed Account Provider for
    Workplace Retirement Plans

     

    Listing published 1Q 2025 and is based on Dec. 31, 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.

One of the smartest things I ever did was join Edelman Financial Engines, period.

 

Jim K.

Jim K., a current client of Edelman Financial Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.

More insight beyond the numbers.

Cut through the complexity and financial jargon with clear, actionable guidance from experts who care.

 

Top 10 Retirement Myths

Debunking common misconceptions about taxes, Social Security and more.

 

Plan like you mean it.

Take control of your financial future with a plan that reflects your goals and ambitions. With personalized support and transparent fees, we’ll help you build a legacy that lasts.