Edelman Financial Engines LLC- Financial Advisor Santa Clara, CA

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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 financial planning and investment advisory firm, recognized by Barron's¹ with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 billion in assets. ² Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial 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.

¹ The Barron's 2023 Top 100 RIA Firms list, an eight-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.
² Edelman Financial Engines data, as of Dec. 31, 2023.

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General Information

Firm Start Year

2007

Firm Information

Compensation and Fees

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
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Edelman Financial Engines, LLC