Edelman Financial Engines

Edelman Financial Engines

  • 900 Bestgate Road, Suite 407
  • Annapolis, Maryland
  • 21401

Description

Edelman Financial Engines is a prominent independent financial planning and investment management firm in the U.S., specializing in personalized wealth management, 401(k) managed accounts, and fiduciary advisory services. Formed by the merger of Financial Engines (founded by Nobel laureate Dr. William Sharpe) and Edelman Financial Services, it manages over $290 billion in assets for 1.3 million clients.

Fact sheet

Company founded
2020

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