Data / Investment advisers / California / Edelman Financial Engines
Edelman Financial Engines, Santa Clara, CA: $326 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Edelman Financial Engines is an SEC registered investment adviser with its main office in Santa Clara, California and reports $326 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include other investment advisers, individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and subscription fees.
The request: Watch Edelman Financial Engines (CRD number 104510): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104510
- SEC file number
- 801-55196
- SEC status
- Approved, effective January 14, 1998
- Legal name
- Financial Engines Advisors L.L.C.
- Main office
- 3945 Freedom Circle, Santa Clara, CA 95054
- Phone
- (833) 752-6333
- Website
- edelmanfinancialengines.com
- Regulatory AUM
- $326,285,243,393 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $326,285,243,393
- Accounts
- 1,517,156
- Employees
- 1,679, of which 553 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees, other fees
- Other offices
- 131
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 766,796 | $145.75 billion |
| Individuals (other than high net worth individuals) | 431,514 | $92.64 billion |
| High net worth individuals | 45,656 | $86.54 billion |
| Pension and profit sharing plans | 227 | $936.2 million |
| Corporations or other businesses | 169 | $299.5 million |
| Charitable organizations | 44 | $113.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $326.29 billion | March 31, 2026 |
| December 1, 2025 | $292.90 billion | October 20, 2025 |
Other advisers in Santa Clara
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nri Wealth Management, LLC | Santa Clara | $309.8 million | Not listed | adviserinfo.sec.gov |
| Altura Wealth Advisors Inc. | Santa Clara | $250.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Clara, CA
- Investment advisers in California
- Advisers with Over $100 billion in AUM
- Advisers serving other investment advisers
- Advisers serving individuals
- Edelman Financial Engines on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.