SANTA CLARA, CACRD 104510Latest ADV March 31, 2026
Edelman Financial Engines is an SEC registered investment adviser organized as a limited liability company founded in 1986 with a primary office location in Santa Clara, CA. Its latest Form ADV filing, dated March 31, 2026, reports $326.3B in regulatory assets under management, 1,679 employees, 131 offices, and 1,517,156 accounts.
Assets Under Management
$326.3B
Employees
1,679
Offices
131 offices
Total Clients
1,244,406
Primary office
SANTA CLARA, CA
3945 FREEDOM CIRCLE, SANTA CLARA, CA, United States
Top client segmentOther Advisers represent 61.6% of total clients.
Top client categories% of clientsClients
1
Other Advisers
61.6%
766,796
2
Individuals
34.7%
431,514
3
HNWI
3.7%
45,656
Additional categories (<0.1%)
Pension Plans227 clients
Corporations169 clients
Charitable44 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326.3Bas of March 31, 2026
Discretionary100.0%
$326.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$326.3B
Total Accounts1,517,156
10Y AUM Change+$188.3B (+136.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,679
Clients per Employee741:1
10Y Employee Change+771 (+84.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.