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#1 Independent Financial Advisory Firm 2018, 2019, 2020, 2021, 2022 Awarded each September (2018–2022) by Barron’s, based on data within a 12-month period. Compensation paid for use and distribution of rating. Top U.S. Registered Investment Advisers Listing published annually in July and is based on data gathered by Financial Times in 2020.

Edelman Financial Engines is a merger-created firm that provides investment management, financial planning and retirement income solutions both in person and online. It works with individuals, including those who are high net worth, as well as institutions.

Edelman was established in 1986 by Ric and Jean Edelman, and Financial Engines was created in 1997. Edelman Financial Engines is under the principal ownership of Edelman Financial Engines, L.P. Prior to the merger, Edelman Financial Services and Financial Engines Advisors each received a number of accolades from various financial publications.

To help maximize your wealth, your financial life — investments, taxes, insurance, retirement and estate planning — must be wired together. Your dedicated financial planner can coordinate with a team of experts to connect those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your ...