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EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD 104510 · IAPD ↗ · indeed.com · 833-752-6333

$326.29BRegulatory AUM
553Advisory reps
1679Employees
322130Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — EDELMAN FINANCIAL ENGINES grew from 470 to 553 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — EDELMAN FINANCIAL ENGINES shrank from 491 to 470 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
83
April 2024 — EDELMAN FINANCIAL ENGINES grew from 478 to 491 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.