Edelman Financial Engines LLC- Financial Advisor Orlando, FL

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About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

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General Information

Firm Start Year

2006

Firm CRD#

104510

Name of Custodial Firm

Charles Schwab and others.

Firm Information

Firm's Number of Clients

1,561,555

Assets Managed by Firm

$270,770,414,647

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

PaladinRegistry.com is a promoter for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a promoter, PaladinRegistry.com may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. PaladinRegistry.com is not a client, agent, representative or affiliate of Edelman Financial Engines. PaladinRegistry.com receives a referral fee from Edelman Financial Engines in exchange for each prospective client PaladinRegistry.com provides to Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. Due to this arrangement, PaladinRegistry.com has an incentive to match you to Edelman Financial Engines as one of the options. Please click the Supplemental Disclosure for more information.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892534/paladinregistry-Edelman-Financial-Engines,-LLC-detailed-disclosure.html

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Edelman Financial Engines, LLC