EDELMAN FINANCIAL ENGINES
Santa Clara, United States · CRD 104510
SEC-registered investment adviser since 1998 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$326.3bn
- Main clients (by assets)Other advisers 45%, Individuals 28%, High net worth individuals 27%
- Websiteindeed.com
- Form ADV · 2026-07-24SEC adviser record
- Others nearbySanta Clara, CA, Fairfax, VA, Phoenix, AZ, Lynnwood, WA, Roseville, CA, Auburn, WA
As an employer
- Staff (Form ADV)1,679 · 553 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Santa Clara, CA (main office)United States | |
| Fairfax, VAUnited States | 27 |
| Phoenix, AZUnited States | 27 |
| Lynnwood, WAUnited States | 10 |
| Federal Way, WAUnited States | 7 |
| Roseville, CAUnited States | 7 |
| Burlington, MAUnited States | 6 |
| Chandler, AZUnited States | 6 |
| Norwood, MAUnited States | 6 |
| Oakbrook Terrace, ILUnited States | 6 |
| West Conshohocken, PAUnited States | 6 |
| Alexandria, VAUnited States | 5 |
14 more cities
| Austin, TXUnited States | 5 |
| Columbus, OHUnited States | 5 |
| Costa Mesa, CAUnited States | 5 |
| Ellicott City, MDUnited States | 5 |
| Northbrook, ILUnited States | 5 |
| Novi, MIUnited States | 5 |
| Troy, MIUnited States | 5 |
| Uniondale, NYUnited States | 5 |
| Walnut Creek, CAUnited States | 5 |
| Boca Raton, FLUnited States | 4 |
| Tysons, VAUnited States | 4 |
| Boston, MAUnited States | |
| Henrico, VAUnited States | |
| Overland Park, KSUnited States |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.