HerMoney | Edelman Financial Engines (2024)

The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual 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. Compensation is paid for use of logo. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. Used with permission. ©2023 Dow Jones & Company, Inc.

The Financial Times 300 Top Registered Investment Advisers list is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circ*mstances.

All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsem*nt of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsem*nt of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circ*mstances and to obtain personal individual investment advice.

Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circ*mstances.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

HerMoney | Edelman Financial Engines (2024)

FAQs

What is the lawsuit against Edelman Financial Engines? ›

A federal judge in Kansas City has tossed a lawsuit filed by a former fast-rising female Edelman Financial Engines staffer, who claimed she was promoted but denied the salary she deserved because of her sex and ethnicity.

Is Fidelity better than Edelman Financial Engines? ›

Fidelity Investments employees rated their Recommend to a friend 41% higher than Edelman Financial Engines employees rated theirs. Fidelity Investments employees rated their Positive Business Outlook 41% higher than Edelman Financial Engines employees rated theirs.

How much does Edelman financial Engine charge? ›

Fees Under Edelman Financial Engines
New Client Fees
AssetsAnnual Fee
First $400k1.75%
Next $350k1.25%
Next $250k1.00%
4 more rows
Sep 23, 2023

Is Edelman Financial Engines a good place to work? ›

Edelman Financial Engines has an employee rating of 3.3 out of 5 stars, based on 433 company reviews on Glassdoor which indicates that most employees have a good working experience there.

What happened to Edelman Financial Engines? ›

Hellman & Friedman acquires Financial Engines. Edelman Financial Services and Financial Engines merge, resulting in a unified infrastructure, optimized to support clients, planners and future growth.

Is Edelman Financial Engines a fiduciary? ›

Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it's a legal requirement, but because it's the right thing to do.

What is the average return on Edelman Financial Engines? ›

On average, as of June 2023, a high-yield savings account can earn around 4% APY compared to just 0.4%, the average rate on regular savings accounts.

Is Edelman financial reputable? ›

Other Edelman Financial Engines reviews

As an investment advisory company, Edelman Financial Services has plenty of awards under its belt. For example, in 2021, Barron's named it America's top independent registered investment advisor.

Who is the best financial advising company? ›

While we strive to provide a wide range of offers, Bankrate does not include information about every financial or credit product or service.
  • Top financial advisor firms.
  • Vanguard.
  • Charles Schwab.
  • Fidelity Investments.
  • Facet.
  • J.P. Morgan Private Client Advisor.
  • Edward Jones.
  • Alternative option: Robo-advisors.

Does Vanguard use Edelman Financial Engines? ›

Vanguard also offers advice services powered by Edelman Financial Engines (EFE).

What is Edelman Financial Engines ranked? ›

For six consecutive years between 2018 and 2023, Barron's ranked Edelman Financial Engines as the #1 registered financial advisory firm in the United States. Former Department of Labor assistant secretary Phyllis Borzi joined the company's board in November 2018.

What is Edelman Financial Engines credit rating? ›

Edelman is a registered investment adviser that provides integrated financial planning and investment management to mass affluent customers. We are assigning our 'B+' issuer credit rating on The Edelman Financial Center LLC.

How many clients does Edelman Financial Engines have? ›

We're one of America's top independent wealth planning and workplace investment advisory firms, serving 1.3 million clients. Our unique combination of high-tech and high-touch services helps our clients make better financial decisions during life's biggest moments.

Is Financial Engines a robo advisor? ›

Robo-advisors are essentially complex computer algorithms that take into consideration client preferences and make investments based on this data. As of March 2022, Edelman Financial Engines' robo-advisor was managing more than 290 billion U.S. dollars.

How many people work at Edelman Financial Engines? ›

As chief executive officer at Edelman Financial Engines, Jay leads one of the nation's top independent wealth planning and workplace investment advisory firms, comprised of approximately 1,500 employees, including more than 650 financial planners, client service associates and analysts.

Is Ric Edelman a good financial advisor? ›

Edelman, who hosted the nation's longest-running personal finance radio show for 30 years and now hosts the popular podcast, “The Truth About Your Future with Ric Edelman,” was ranked three times as the nation's #1 Independent Financial Advisor by “BARRON'S,” a weekly financial newspaper published by Dow Jones & ...

What is the Edelman lawsuit with Mariner? ›

Edelman alleged Mariner stole trade secrets by “assisting or inducing the planners” to disclose information Mariner knew they shouldn't. “These factual allegations are thin, but they are sufficient to allege misappropriation through acquisition at this stage,” the judge's order read.

Where does Edelman Financial rank? ›

2023 RankFirmLocation
1Edelman Financial EnginesSanta Clara, Calif.
2HightowerChicago
3Creative PlanningOverland Park, Kan.
4Mariner Wealth AdvisorsOverland Park, Kan.
7 more rows

How long has Edelman Financial Engines been in business? ›

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients.

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