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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.