Edelman Financial Engines

$326.29BAssets under management
as of Jul 2026 · SEC Form ADV
Santa Clara, CA
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No one at Edelman Financial Engines has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $67.6B held · filed Jul 2024
Schwab
Per Form ADV · $56.4B held · filed Jul 2024
Vanguard
Per Form ADV · $49.4B held · filed Jul 2024
Alight Solutions, LLC
Per Form ADV · $37.3B held · filed Jul 2024