← Directory
EDELMAN FINANCIAL ENGINES
Legal name: FINANCIAL ENGINES ADVISORS L.L.C.
CRD 104510File 801-55196
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$326.29B
Top 10% of cohort (national)
Discretionary AUM
$326.29B
Clients
1,244,406
1,517,156 accounts
Employees
1,679
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 14, 1998
- Principal office
- 3945 FREEDOM CIRCLE, SANTA CLARA, CA, 95054
- Phone
- 833-752-6333
- Website
- https://financialengines.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $326.29B
- Discretionary AUM
- $326.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,517,156
- Non-discretionary accounts
- 0
- Total accounts
- 1,517,156
- AUM per client
- $262K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 169 | $299.5M |
| Charitable organizations | 44 | $113.6M |
| Other investment advisers | 766,796 | $145.75B |
| High net worth individuals | 45,656 | $86.54B |
| Pension and profit sharing plans | 227 | $936.2M |
| Individuals (other than high net worth individuals) | 431,514 | $92.64B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,616 | 1,679 | increased by63 |
| Apr 1, 2026 | Clients | 1,281,720 | 1,244,406 | decreased by37,314 |
| Apr 1, 2026 | AUM | $292,902,969,770 | $326,285,243,393 | increased by$33,382,273,623 |
| Apr 1, 2026 | Accounts | 1,552,934 | 1,517,156 | decreased by35,778 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,462 | 1,616 | increased by154 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,309,406 | 1,281,720 | decreased by27,686 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $290,354,747,708 | $292,902,969,770 | increased by$2,548,222,062 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,586,142 | 1,552,934 | decreased by33,208 |
| Jun 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Employees | 1,489 | 1,462 | decreased by27 |
| Apr 1, 2022 | Clients | 1,293,354 | 1,309,406 | increased by16,052 |
| Apr 1, 2022 | AUM | $260,100,000,000 | $290,354,747,708 | increased by$30,254,747,708 |
| Apr 1, 2022 | Accounts | 1,571,621 | 1,586,142 | increased by14,521 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EDELMAN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EDELMAN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.