Overview
- Headquarters
- Santa Clara, CA
- Total Firm Assets
- $326.3 billion
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
- Stated Minimum Account Size
- $5,000
Recent Rankings
Barron's 2025:
Mega 2
Barron's 2024:
Mega 1
Fee Disclosure
Source: EFE_WRAP_FEE_BROCHURE_03.31.2025 (2025-03-31)
· View brochure text
Latest filing: EDELMAN_FINANCIAL_ENGINES_PART_2A_03.31.2026 (2026-03-31)
· View brochure text
Latest filing: EDELMAN FINANCIAL ENGINES WRAP_FEE_BROCHURE_03.31.2026 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $400,000 | 1.75% |
| $400,001 | $750,000 | 1.25% |
| $750,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,875 | 1.39% |
| $5 million | $40,875 | 0.82% |
| $10 million | $70,875 | 0.71% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 26.52%
- Number of High-Net-Worth Clients
- 45,656
- Total Client Accounts
- 1,517,156
- Discretionary Accounts
- 1,517,156
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 104510
- EDELMAN_FINANCIAL_ENGINES_PART_2A_03.31.2026 (2026-03-31) · View brochure text
- EDELMAN FINANCIAL ENGINES WRAP_FEE_BROCHURE_03.31.2026 (2026-03-31) · View brochure text
- EFE_WRAP_FEE_BROCHURE_03.31.2025 (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗