firm profile
Edelman Financial Engines
Overview
Edelman Financial Engines is an SEC registered investment adviser based in Santa Clara, CA, registered since 1998. It reports $326B in assets under management across 1,517,156 accounts, with 1,679 employees. It has 726 investment adviser representatives.
- Reported AUM
- $326B
- Discretionary
- 100%
- Accounts
- 1,517,156
- Average account
- $215K
- Employees
- 1,679
- Advisory reps
- 726
- Registered since
- 1998
- Jurisdictions
- 53
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Subscription Fees. Sponsors a wrap fee program.
Executive officers 3 of 7
- Ralph Ernst Haberli President, Chief Executive Officer CRD 5573096
- Elizabeth Ann Hansen Vice President, Chief Compliance Officer CRD 2199658
- Greg Corso Executive Vice President, Chief Marketing Officer CRD 8319699
4 more executive officers, with direct contact details
Advisory reps 3 of 726
- Dante Thomas Abbas Investment Adviser Rep CRD 8131138
- Daniel Patrick Abrams Jr. Insurance Agent · Investment Adviser Rep CRD 5400593
- Robert M Aceves Investment Adviser Rep CRD 5648811
723 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3945 Freedom Cir
Santa Clara, CA 95054 - County
- Santa Clara
- Metro area
- San Jose-Sunnyvale-Santa Clara, CA
- Region
- West
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: edelmanfinancialengines.com
Every state, with registration dates
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