Edelman Financial Engines

Edelman Financial Engines provides personal financial planning and professional investment management with online services and dedicated advisors, helping people meet their financial goals.

Industry Financial Services
Location Phoenix, AZ + 5 more
  • Boston, MA
  • Fairfax, VA
  • Santa Clara, CA
  • Bangalore, India
  • Kansas City, MO
Size 501 - 1,000 employees

Working at Edelman Financial Engines

Since 1986, Edelman Financial Engines® has been committed to acting in the best interest of clients. Founded on the belief that all American investors–not just the wealthy–deserve access to personalized, comprehensive financial planning and investment advice, they've become one of the nation’s top independent financial planning and investment advisor. Edelman Financial Engines has been recognized by both InvestmentNews and Barron’s, with more than 170 offices across the country and is entrusted by more than 1.2 million clients to manage over $229 billion in assets.* The company has a unique approach to serving clients that combines advanced methodology and proprietary technology with the attention of a dedicated planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

Edelman Financial Engines company profile
Edelman Financial Engines