Our Mission We believe you deserve to move your financial life forward. What We Do We’re the nation’s #1 independent financial advisory firm. But we do more than that. We provide life planning — a comprehensive approach that means we can help you with any decision in your life related to a dollar sign. When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does. Company Facts We are an award-winning financial planning and investment management firm. Our expert team of fee-only financial planners provides straightforward advice with your values and goals in mind. 150+ offices nationwide 1.28 million customers 34 years of experience 320+ financial planners 200+ billion client assets Client Data as of December 2020 Awards We continue to win awards for doing what we do best; delivering personal and objective financial planning and investment management services that put our clients and their best interest first, always. 2020 #1 Independent Financial Advisory Firm 2020 Top US Registered Investment Advisers History Since the start, we’ve always believed that everyone deserves a personal financial plan that adapts to their life and simple, real-world education to help you understand how to keep making the most of your money. 1986 Edelman Financial Services founded Edelman Financial Services is founded by Ric and Jean Edelman to bring financial planning and education to hardworking Americans. 1991 Ric Edelman launches his radio show The popularity of Ric Edelman’s appearances on WMAL radio demonstrates a demand for his accessible approach to finance and leads him to host his own show. 1992 First Truth About Money seminar Ric Edelman gives his first Truth About Money seminar — a 10-hour course held over three weeknights, covering personal finance. The course leads to Ric’s first book. 1996 The Truth About Money debuts at #1 The Truth About Money debuts at #1 on The Washington Post’s best-seller list and remains there for 22 weeks. It stays on the list for 70 consecutive weeks! 1996 Financial Engines founded Built upon the techniques of Nobel laureate and founder William F. Sharpe, Financial Engines is founded to bring high-quality investment advice to hardworking Americans. 1997 Ric Edelman’s advice and education available online RicEdelman.com launches, offering a new way for consumers to access Ric’s advice and education. 1998 Inside Personal Finance is launched The award-winning monthly newsletter — Ric Edelman’s Inside Personal Finance — is launched to bring more financial education and guidance to clients! 1998 Online Advice is launched in the workplace Online Advice is introduced, allowing participants to manage their accounts with the help of online expert recommendations and interactive tools. 2004 Professional asset management available to employees Professional Management is introduced in the workplace, giving employees access to affordable, high-quality asset management and advisor help. 2011 Launched the first retirement income solution for the 401(k) Income+, the first retirement income solution for the workplace, is introduced to help turn 401(k) accounts into stable retirement income. 2012 20th anniversary of Ric Edelman’s radio show Ric Edelman celebrates his radio show’s 20th anniversary. The program airs weekly in 70 markets across the country. 2014 Research: 401(k) participants getting financial help are better off Help in Defined Contribution Plans: 2006 through 2012 is published, demonstrating the value of professional financial help. 2015 Milestone: More leading employers offering financial advice to employees Proud to now be helping leading employers representing more than $1 trillion in retirement assets. 2015 Acquisition of The Mutual Fund Store With the acquisition of The Mutual Fund Store, 401(k) participants have access to Personal Advisor, including financial planning and a dedicated advisor. 2012 2017 Milestone: 1 million clients Proud to be helping more than 1 million clients across America. 2018 Two great companies merge Edelman Financial Engines forms from the merger of Edelman Financial Services and Financial Engines and transforms the way hardworking Americans receive financial help. 2018 Edelman Financial Engines named best advisory firm Barron’s names Edelman Financial Engines best independent advisory firm in America. 2018 The Squirrel Manifesto debuts at #1 Ric and Jean Edelman publish The Squirrel Manifesto to teach children good financial habits and it debuts at #1 on Amazon’s list of Children’s Money Books. 2012 2019 More employers offering financial help Edelman Financial Engines more than doubles its plan sponsor clients with the addition of 900 new plan sponsors and 430,000 new plan participants in 2018. 2019 Edelman Financial Engines named best advisory firm for the second year in a row Edelman Financial Engines is named the best independent advisory firm in America for the second year in a row by Barron’s. 2019 Ric Edelman inducted into Barron’s Hall of Fame Ric Edelman is recognized as a top financial advisor and inducted into Barron’s Hall of Fame.1 2012 2019 Ric Edelman recognized for his influence on the financial planning industry Ric Edelman is named by InvestmentNews as one of 20 most influential people who helped shape the financial planning industry. 1Barron’s Hall of Fame advisers have been ranked for 10 or more years on the Barron’s Top 100 Financial Advisors list. Barron’s listings are based on data compiled by many of the nation’s most productive advisers, which has been submitted to and judged by Barron‘s. Key factors and criteria for each award include assets under management, revenue produce for the firm, regulatory and compliance record, and years of professional experience. This award is not indicative of this advisor‘s future performance. We Can Help You Plan for Your Future — Starting Right Now. Schedule your free, no-obligation consultation Contact Us Quick Links Our Locations Education For Employers Online Advice Contact Us Call: (833) PLAN-EFE Contact Us About Us About Our Company Team Pressroom Careers Client Logins Client Mobile App Edelman Financial Engines Portal Login Charles Schwab TD Ameritrade E.TRADE Fidelity Legal Information Privacy Policy Terms of Use Form CRS Edelman Financial Engines ADV Business Continuity Wrap Fee Brochure Do Not Sell My Personal Information The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. 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. The Financial Times 300 Top Registered Investment Advisers 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. All information provided through Insights 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 endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement 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 circumstances and to obtain personal individual investment advice. Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., 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 circumstances. 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. © 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.