Edelman Financial Engines LLC
363 Wando Place Drive, Suite 100
Mount Pleasant, SC 29464
8772087414
About Edelman Financial Engines LLC
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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
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General Information
Firm Start Year
2017
Firm CRD#
104510
Name of Custodial Firm
Charles Schwab, TD Ameritrade and others.
Firm Information
Firm's Number of Clients
1.3million
Assets Managed by Firm
$300,000,000,000
Compensation and Fees
Fee Structure
Fee-Based
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
RothIRA.org is a promoter for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a promoter, RothIRA.org may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. RothIRA.org is not a client, agent, representative or affiliate of Edelman Financial Engines. RothIRA.org receives a referral fee from Edelman Financial Engines in exchange for each prospective client RothIRA.org 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, RothIRA.org has an incentive to match you to Edelman Financial Engines as one of the options. Please click the Supplemental Disclosure for more information.
Promo Disclosure: Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2025, and is only applicable to households with minimum investable assets of $250,000. Offer criteria and end dates for this offer may be waived or amended at any time at Edelman Financial Engines' discretion.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893045/rothira-Edelman-Financial-Engines-LLC-detailed-disclosure.html