Investment adviser · CRD 104510

EDELMAN FINANCIAL ENGINES

Investment adviser filing (IA)

FINANCIAL ENGINES ADVISORS L.L.C.

SANTA CLARA, CA, United States · Form ADV filed Jul 24, 2026

Regulatory AUM
$326B
Form ADV · Item 5.F
Client accounts
1,517,156
Accounts, not individual clients
Employees
1,679
Reported in this filing
Advisory professionals
553
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other investment advisers766,796$145,754,767,12044.7%
Individuals431,514$92,640,909,96028.4%
High-net-worth individuals45,656$86,540,368,65126.5%
Retirement plans227$936,175,9620.3%
Corporations & businesses169$299,452,6250.1%
Charities44$113,569,0750.0%
Filing source

Form ADV 2110935 · Jul 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Subscription · Fixed

Principal office

3945 FREEDOM CIRCLE
SANTA CLARA, CA, 95054, United States

CRD 104510

Filing source

Form ADV 2110935 · Jul 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.